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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 | $123,859-69.3% | $69,632-45.3% | $145,897-73.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 14.90% | 192.49%-177.6pp | 101.32%-86.4pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,449 | $2,673-45.8% | $1,708-15.2% | $4,663-68.9% |
| Participant deferral / active EE | $17,266 | $4,242+307.0% | $2,889+497.7% | $6,689+158.1% |
| Admin fee / account holder | $3,615 | $7,817-53.8% | $4,695-23.0% | $13,390-73.0% |