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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 | $76,368-51.0% | $67,681-44.7% | $154,746-75.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.22% | 1066.77%-1055.6pp | 590.58%-579.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $4,667 | $3,151+48.1% | $2,678+74.2% | $4,379+6.6% |
| Participant deferral / active EE | $4,805 | $4,824-0.4% | $3,976+20.9% | $6,730-28.6% |
| Admin fee / account holder | $1,364 | $8,559-84.1% | $6,100-77.6% | $14,365-90.5% |