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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 | $39,237 | $150,412-73.9% | $120,574-67.5% | $145,884-73.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 154.50%-142.7pp | 107.42%-95.6pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,931 | $4,355-55.7% | $3,471-44.4% | $4,662-58.6% |
| Participant deferral / active EE | $3,927 | $6,175-36.4% | $4,996-21.4% | $6,690-41.3% |
| Admin fee / account holder | $4,794 | $12,224-60.8% | $9,445-49.2% | $13,392-64.2% |