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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 | $28,605 | $96,678-70.4% | $86,640-67.0% | $139,466-79.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.77% | 106.69%-86.9pp | 592.52%-572.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $4,070 | $3,265+24.6% | $3,024+34.6% | $4,754-14.4% |
| Participant deferral / active EE | $8,646 | $4,837+78.8% | $4,438+94.8% | $6,712+28.8% |
| Admin fee / account holder | $930 | $6,410-85.5% | $5,616-83.4% | $11,409-91.8% |