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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 | $29,672 | $96,643-69.3% | $86,617-65.7% | $139,456-78.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 33.21% | 106.57%-73.4pp | 591.91%-558.7pp | 373.45%-340.2pp |
| Employer contribution / active EE | $4,749 | $3,264+45.5% | $3,023+57.1% | $4,753-0.1% |
| Participant deferral / active EE | $10,966 | $4,835+126.8% | $4,437+147.1% | $6,711+63.4% |
| Admin fee / account holder | $13,492 | $6,406+110.6% | $5,613+140.4% | $11,407+18.3% |