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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 | $34,728 | $99,017-64.9% | $86,587-59.9% | $147,585-76.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.40% | 1312.37%-1300.0pp | 964.86%-952.5pp | 578.56%-566.2pp |
| Employer contribution / active EE | $3,207 | $3,132+2.4% | $2,839+12.9% | $4,876-34.2% |
| Participant deferral / active EE | $4,830 | $3,972+21.6% | $3,609+33.8% | $5,439-11.2% |
| Admin fee / account holder | $4,010 | $5,710-29.8% | $4,906-18.3% | $10,885-63.2% |