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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 | $96,419-44.3% | $80,648-33.4% | $139,487-61.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1352.86%-1339.7pp | 937.21%-924.0pp | 373.84%-360.7pp |
| Employer contribution / active EE | $1,256 | $3,261-61.5% | $2,724-53.9% | $4,755-73.6% |
| Participant deferral / active EE | $4,550 | $5,225-12.9% | $4,443+2.4% | $6,713-32.2% |
| Admin fee / account holder | $11,561 | $6,605+75.0% | $5,382+114.8% | $11,407+1.3% |