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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 | $33,561 | $150,412-77.7% | $120,574-72.2% | $145,884-77.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.99% | 154.50%-141.5pp | 107.42%-94.4pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,788 | $4,355-36.0% | $3,471-19.7% | $4,662-40.2% |
| Participant deferral / active EE | $6,755 | $6,175+9.4% | $4,996+35.2% | $6,690+1.0% |
| Admin fee / account holder | $1,827 | $12,224-85.1% | $9,445-80.7% | $13,392-86.4% |