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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 | $39,906 | $85,766-53.5% | $136,298-70.7% | $70,126-43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.29% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $4,613 | $2,966+55.5% | $4,696-1.8% | $2,343+96.9% |
| Participant deferral / active EE | $10,268 | $5,051+103.3% | $6,247+64.4% | $3,332+208.2% |
| Admin fee / account holder | $4,175 | $5,421-23.0% | $9,244-54.8% | $4,645-10.1% |