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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 | $33,750 | $100,203-66.3% | $85,240-60.4% | $145,897-76.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.10% | 84.28%-64.2pp | 66.75%-46.7pp | 552.29%-532.2pp |
| Employer contribution / active EE | $2,040 | $3,242-37.1% | $2,735-25.4% | $4,663-56.2% |
| Participant deferral / active EE | $5,603 | $5,299+5.8% | $4,527+23.8% | $6,689-16.2% |
| Admin fee / account holder | $2,039 | $7,265-71.9% | $6,165-66.9% | $13,390-84.8% |