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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 | $44,833 | $57,330-21.8% | $86,656-48.3% | $75,177-40.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.46% | 2675.40%-2656.9pp | 593.09%-574.6pp | 160.75%-142.3pp |
| Employer contribution / active EE | $2,421 | $2,316+4.5% | $3,025-20.0% | $2,671-9.4% |
| Participant deferral / active EE | $4,482 | $3,320+35.0% | $4,439+1.0% | $4,126+8.6% |
| Admin fee / account holder | $3,021 | $4,115-26.6% | $5,619-46.2% | $5,651-46.5% |