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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 | $17,280 | $111,785-84.5% | $93,669-81.6% | $145,877-88.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.12% | 203.79%-190.7pp | 133.59%-120.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $4,307 | $3,096+39.1% | $2,424+77.7% | $4,663-7.6% |
| Participant deferral / active EE | $6,134 | $4,919+24.7% | $4,416+38.9% | $6,691-8.3% |
| Admin fee / account holder | $8,168 | $10,256-20.4% | $8,291-1.5% | $13,402-39.1% |