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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 | $38,822 | $111,785-65.3% | $93,669-58.6% | $145,877-73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.26% | 203.79%-176.5pp | 133.59%-106.3pp | 551.28%-524.0pp |
| Employer contribution / active EE | $2,900 | $3,096-6.3% | $2,424+19.7% | $4,663-37.8% |
| Participant deferral / active EE | $6,548 | $4,919+33.1% | $4,416+48.3% | $6,691-2.1% |
| Admin fee / account holder | $4,275 | $10,256-58.3% | $8,291-48.4% | $13,402-68.1% |