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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 | $47,132 | $84,708-44.4% | $75,714-37.7% | $167,536-71.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.71% | 199.62%-180.9pp | 104.62%-85.9pp | 478.82%-460.1pp |
| Employer contribution / active EE | $8,551 | $3,231+164.6% | $2,744+211.7% | $4,839+76.7% |
| Participant deferral / active EE | $8,091 | $4,577+76.8% | $3,820+111.8% | $6,342+27.6% |
| Admin fee / account holder | $414 | $5,358-92.3% | $3,619-88.5% | $12,315-96.6% |