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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 | $32,740 | $110,039-70.2% | $97,260-66.3% | $145,884-77.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.45% | 244.44%-225.0pp | 75.54%-56.1pp | 551.85%-532.4pp |
| Employer contribution / active EE | $3,076 | $3,074+0.1% | $2,721+13.0% | $4,662-34.0% |
| Participant deferral / active EE | $9,594 | $4,674+105.3% | $4,262+125.1% | $6,690+43.4% |
| Admin fee / account holder | $509 | $6,204-91.8% | $5,640-91.0% | $13,392-96.2% |