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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 | $41,102 | $90,691-54.7% | $76,119-46.0% | $145,884-71.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.20% | 624.52%-610.3pp | 361.25%-347.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,453 | $3,329+33.8% | $2,693+65.4% | $4,662-4.5% |
| Participant deferral / active EE | $4,058 | $5,167-21.5% | $4,259-4.7% | $6,690-39.3% |
| Admin fee / account holder | $2,650 | $8,383-68.4% | $6,421-58.7% | $13,392-80.2% |