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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 | $46,878 | $110,551-57.6% | $80,741-41.9% | $167,536-72.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.75% | 120.57%-101.8pp | 87.30%-68.6pp | 478.82%-460.1pp |
| Employer contribution / active EE | $2,655 | $1,543+72.1% | $1,160+128.8% | $4,839-45.1% |
| Participant deferral / active EE | $1,633 | $2,870-43.1% | $2,145-23.9% | $6,342-74.3% |
| Admin fee / account holder | $16,185 | $4,547+256.0% | $3,380+378.8% | $12,315+31.4% |