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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 | $38,071 | $123,982-69.3% | $69,701-45.4% | $145,959-73.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 14.90% | 191.01%-176.1pp | 100.32%-85.4pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,449 | $2,681-46.0% | $1,713-15.5% | $4,661-68.9% |
| Participant deferral / active EE | $17,266 | $4,236+307.6% | $2,887+498.0% | $6,689+158.1% |
| Admin fee / account holder | $3,615 | $7,867-54.0% | $4,717-23.4% | $13,398-73.0% |