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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 | $36,276 | $111,878-67.6% | $93,727-61.3% | $145,897-75.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.62% | 204.28%-189.7pp | 133.83%-119.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $8,834 | $3,092+185.7% | $2,421+264.8% | $4,663+89.5% |
| Participant deferral / active EE | $4,074 | $4,920-17.2% | $4,417-7.8% | $6,689-39.1% |
| Admin fee / account holder | $1,243 | $10,256-87.9% | $8,292-85.0% | $13,390-90.7% |