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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 | $34,883 | $111,830-68.8% | $93,696-62.8% | $145,884-76.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 39.54% | 204.08%-164.5pp | 133.74%-94.2pp | 551.85%-512.3pp |
| Employer contribution / active EE | $4,388 | $3,093+41.9% | $2,422+81.2% | $4,662-5.9% |
| Participant deferral / active EE | $11,500 | $4,920+133.7% | $4,417+160.4% | $6,690+71.9% |
| Admin fee / account holder | $713 | $10,249-93.0% | $8,287-91.4% | $13,392-94.7% |