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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 | $67,476 | $110,551-39.0% | $80,741-16.4% | $167,536-59.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.98% | 120.57%-106.6pp | 87.30%-73.3pp | 478.82%-464.8pp |
| Employer contribution / active EE | $4,264 | $1,543+176.4% | $1,160+267.6% | $4,839-11.9% |
| Participant deferral / active EE | $4,617 | $2,870+60.9% | $2,145+115.2% | $6,342-27.2% |
| Admin fee / account holder | $395 | $4,547-91.3% | $3,380-88.3% | $12,315-96.8% |