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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 | $53,716 | $96,338-44.2% | $80,589-33.3% | $139,427-61.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1350.43%-1337.2pp | 935.83%-922.6pp | 373.27%-360.1pp |
| Employer contribution / active EE | $1,256 | $3,263-61.5% | $2,724-53.9% | $4,752-73.6% |
| Participant deferral / active EE | $4,550 | $5,234-13.1% | $4,449+2.3% | $6,711-32.2% |
| Admin fee / account holder | $11,561 | $6,600+75.2% | $5,379+114.9% | $11,404+1.4% |