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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 | $45,830 | $84,741-45.9% | $75,731-39.5% | $167,553-72.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.27% | 199.72%-185.5pp | 104.65%-90.4pp | 478.89%-464.6pp |
| Employer contribution / active EE | $3,996 | $3,230+23.7% | $2,743+45.7% | $4,840-17.4% |
| Participant deferral / active EE | $5,185 | $4,577+13.3% | $3,820+35.7% | $6,343-18.2% |
| Admin fee / account holder | $68,958 | $5,361+1186.4% | $3,620+1804.9% | $12,316+459.9% |