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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 | $37,363 | $84,708-55.9% | $75,714-50.7% | $167,536-77.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 31.93% | 199.62%-167.7pp | 104.62%-72.7pp | 478.82%-446.9pp |
| Employer contribution / active EE | $2,696 | $3,231-16.6% | $2,744-1.7% | $4,839-44.3% |
| Participant deferral / active EE | $2,690 | $4,577-41.2% | $3,820-29.6% | $6,342-57.6% |
| Admin fee / account holder | $7,268 | $5,358+35.6% | $3,619+100.8% | $12,315-41.0% |