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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 | $37,457 | $68,097-45.0% | $62,929-40.5% | $137,256-72.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.22% | 1859.11%-1847.9pp | 1063.93%-1052.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $4,667 | $2,811+66.0% | $2,505+86.3% | $4,156+12.3% |
| Participant deferral / active EE | $4,805 | $4,553+5.6% | $3,888+23.6% | $6,407-25.0% |
| Admin fee / account holder | $1,364 | $6,521-79.1% | $5,065-73.1% | $12,270-88.9% |