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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 | $49,870 | $111,785-55.4% | $93,669-46.8% | $145,877-65.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.28% | 203.79%-192.5pp | 133.59%-122.3pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,484 | $3,096-52.1% | $2,424-38.8% | $4,663-68.2% |
| Participant deferral / active EE | $3,720 | $4,919-24.4% | $4,416-15.8% | $6,691-44.4% |
| Admin fee / account holder | $360 | $10,256-96.5% | $8,291-95.7% | $13,402-97.3% |