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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 | $39,297 | $110,830-64.5% | $86,625-54.6% | $167,553-76.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.20% | 116.99%-104.8pp | 63.52%-51.3pp | 478.89%-466.7pp |
| Employer contribution / active EE | $5,834 | $3,245+79.8% | $2,496+133.8% | $4,840+20.6% |
| Participant deferral / active EE | $8,205 | $4,548+80.4% | $3,700+121.8% | $6,343+29.4% |
| Admin fee / account holder | $1,162 | $8,420-86.2% | $5,830-80.1% | $12,316-90.6% |