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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 | $49,121 | $111,830-56.1% | $93,696-47.6% | $145,884-66.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.80% | 204.08%-195.3pp | 133.74%-124.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $5,255 | $3,093+69.9% | $2,422+117.0% | $4,662+12.7% |
| Participant deferral / active EE | $2,715 | $4,920-44.8% | $4,417-38.5% | $6,690-59.4% |
| Admin fee / account holder | $846 | $10,249-91.7% | $8,287-89.8% | $13,392-93.7% |