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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 | $40,284 | $70,121-42.6% | $63,803-36.9% | $138,895-71.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.19% | 946.48%-934.3pp | 543.72%-531.5pp | 145.39%-133.2pp |
| Employer contribution / active EE | $4,745 | $2,882+64.6% | $2,532+87.4% | $4,194+13.1% |
| Participant deferral / active EE | $4,007 | $4,535-11.7% | $3,843+4.3% | $6,396-37.4% |
| Admin fee / account holder | $1,852 | $6,738-72.5% | $5,196-64.4% | $12,562-85.3% |