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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 | $46,399 | $102,663-54.8% | $86,216-46.2% | $139,466-66.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.72% | 1924.52%-1909.8pp | 1169.42%-1154.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $5,095 | $3,035+67.9% | $2,382+114.0% | $4,754+7.2% |
| Participant deferral / active EE | $3,156 | $4,677-32.5% | $3,986-20.8% | $6,712-53.0% |
| Admin fee / account holder | $1,245 | $8,663-85.6% | $6,853-81.8% | $11,409-89.1% |