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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 | $33,617 | $149,040-77.4% | $120,225-72.0% | $137,256-75.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.37% | 605.68%-592.3pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,542 | $4,350-41.6% | $3,475-26.9% | $4,156-38.8% |
| Participant deferral / active EE | $3,019 | $4,655-35.1% | $3,999-24.5% | $6,407-52.9% |
| Admin fee / account holder | $8,638 | $6,348+36.1% | $5,696+51.6% | $12,270-29.6% |