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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 | $42,404 | $63,346-33.1% | $92,240-54.0% | $70,126-39.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.41% | 530.19%-515.8pp | 176.29%-161.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,761 | $2,471+11.7% | $3,680-25.0% | $2,343+17.9% |
| Participant deferral / active EE | $4,757 | $2,854+66.7% | $3,897+22.1% | $3,332+42.8% |
| Admin fee / account holder | $1,586 | $3,841-58.7% | $5,194-69.5% | $4,645-65.9% |