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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 | $42,344 | $115,810-63.4% | $101,271-58.2% | $158,966-73.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 143.66% | 56.15%+87.5pp | 46.48%+97.2pp | 302.95%-159.3pp |
| Employer contribution / active EE | $1,494 | $4,175-64.2% | $3,660-59.2% | $4,762-68.6% |
| Participant deferral / active EE | $1,713 | $4,958-65.5% | $4,371-60.8% | $5,983-71.4% |
| Admin fee / account holder | $1,071 | $7,248-85.2% | $5,948-82.0% | $11,250-90.5% |