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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 | $39,686 | $99,079-59.9% | $78,002-49.1% | $273,972-85.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.60% | 217.93%-208.3pp | 425.99%-416.4pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,034 | $3,308-38.5% | $2,470-17.7% | $4,869-58.2% |
| Participant deferral / active EE | $2,526 | $4,306-41.3% | $3,497-27.8% | $5,287-52.2% |
| Admin fee / account holder | $11,835 | $8,954+32.2% | $5,481+115.9% | $10,133+16.8% |