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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 | $43,337 | $106,905-59.5% | $84,020-48.4% | $152,885-71.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.41% | 105.00%-83.6pp | 71.31%-49.9pp | 345.39%-324.0pp |
| Employer contribution / active EE | $4,788 | $2,735+75.1% | $1,984+141.4% | $4,763+0.5% |
| Participant deferral / active EE | $4,788 | $4,012+19.4% | $3,239+47.8% | $5,851-18.2% |
| Admin fee / account holder | $616 | $8,287-92.6% | $6,101-89.9% | $11,598-94.7% |