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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 | $39,466 | $106,918-63.1% | $84,021-53.0% | $152,897-74.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 14.07% | 105.01%-90.9pp | 71.32%-57.3pp | 345.43%-331.4pp |
| Employer contribution / active EE | $6,639 | $2,735+142.8% | $1,984+234.7% | $4,764+39.4% |
| Participant deferral / active EE | $4,300 | $4,012+7.2% | $3,239+32.8% | $5,851-26.5% |
| Admin fee / account holder | $3,385 | $8,288-59.2% | $6,102-44.5% | $11,599-70.8% |