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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,658 | $111,830-64.5% | $93,696-57.7% | $145,884-72.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.00% | 204.08%-191.1pp | 133.74%-120.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $6,178 | $3,093+99.8% | $2,422+155.1% | $4,662+32.5% |
| Participant deferral / active EE | $2,145 | $4,920-56.4% | $4,417-51.4% | $6,690-67.9% |
| Admin fee / account holder | $1,178 | $10,249-88.5% | $8,287-85.8% | $13,392-91.2% |