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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 | $39,601 | $114,130-65.3% | $96,192-58.8% | $167,553-76.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.65% | 190.07%-169.4pp | 192.09%-171.4pp | 478.89%-458.2pp |
| Employer contribution / active EE | $4,632 | $3,431+35.0% | $2,799+65.5% | $4,840-4.3% |
| Participant deferral / active EE | $11,775 | $5,198+126.5% | $4,351+170.6% | $6,343+85.6% |
| Admin fee / account holder | $9,462 | $6,901+37.1% | $5,539+70.8% | $12,316-23.2% |