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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 | $44,242 | $111,785-60.4% | $93,669-52.8% | $145,877-69.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.36% | 203.79%-193.4pp | 133.59%-123.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,187 | $3,096-61.6% | $2,424-51.0% | $4,663-74.5% |
| Participant deferral / active EE | $2,159 | $4,919-56.1% | $4,416-51.1% | $6,691-67.7% |
| Admin fee / account holder | $3,447 | $10,256-66.4% | $8,291-58.4% | $13,402-74.3% |