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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 | $111,785-67.5% | $93,669-61.3% | $145,877-75.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.62% | 203.79%-189.2pp | 133.59%-119.0pp | 551.28%-536.7pp |
| Employer contribution / active EE | $8,834 | $3,096+185.3% | $2,424+264.5% | $4,663+89.5% |
| Participant deferral / active EE | $4,074 | $4,919-17.2% | $4,416-7.7% | $6,691-39.1% |
| Admin fee / account holder | $1,243 | $10,256-87.9% | $8,291-85.0% | $13,402-90.7% |