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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 | $58,385 | $96,361-39.4% | $80,607-27.6% | $139,456-58.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.62% | 1350.95%-1334.3pp | 936.11%-919.5pp | 373.45%-356.8pp |
| Employer contribution / active EE | $9,948 | $3,262+204.9% | $2,724+265.2% | $4,753+109.3% |
| Participant deferral / active EE | $7,144 | $5,232+36.5% | $4,448+60.6% | $6,711+6.4% |
| Admin fee / account holder | $1,652 | $6,601-75.0% | $5,379-69.3% | $11,407-85.5% |