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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 | $40,558 | $70,366-42.4% | $66,674-39.2% | $138,895-70.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.72% | 386.41%-369.7pp | 321.24%-304.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,445 | $2,765+24.6% | $2,620+31.5% | $4,194-17.9% |
| Participant deferral / active EE | $3,915 | $4,374-10.5% | $4,084-4.1% | $6,396-38.8% |
| Admin fee / account holder | $1,614 | $5,262-69.3% | $5,098-68.3% | $12,562-87.1% |