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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 | $50,966 | $96,691-47.3% | $86,656-41.2% | $139,487-63.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.38% | 106.87%-93.5pp | 593.09%-579.7pp | 373.84%-360.5pp |
| Employer contribution / active EE | $3,917 | $3,267+19.9% | $3,025+29.5% | $4,755-17.6% |
| Participant deferral / active EE | $6,822 | $4,838+41.0% | $4,439+53.7% | $6,713+1.6% |
| Admin fee / account holder | $12,177 | $6,414+89.8% | $5,619+116.7% | $11,407+6.7% |