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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 | $46,769 | $102,382-54.3% | $147,005-68.2% | $80,874-42.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.44% | 134.89%-120.5pp | 418.76%-404.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $996 | $3,715-73.2% | $4,934-79.8% | $2,756-63.9% |
| Participant deferral / active EE | $9,905 | $6,646+49.0% | $8,070+22.7% | $4,297+130.5% |
| Admin fee / account holder | $1,412 | $7,942-82.2% | $13,006-89.1% | $6,935-79.6% |