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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 | $32,600 | $96,691-66.3% | $86,656-62.4% | $139,487-76.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.75% | 106.87%-82.1pp | 593.09%-568.3pp | 373.84%-349.1pp |
| Employer contribution / active EE | $8,382 | $3,267+156.6% | $3,025+177.0% | $4,755+76.3% |
| Participant deferral / active EE | $11,647 | $4,838+140.7% | $4,439+162.4% | $6,713+73.5% |
| Admin fee / account holder | $2,826 | $6,414-55.9% | $5,619-49.7% | $11,407-75.2% |