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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 | $40,391 | $102,595-60.6% | $94,057-57.1% | $154,746-73.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.65% | 583.42%-561.8pp | 480.62%-459.0pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,462 | $3,147-53.6% | $2,933-50.2% | $4,379-66.6% |
| Participant deferral / active EE | $6,500 | $5,118+27.0% | $4,709+38.0% | $6,730-3.4% |
| Admin fee / account holder | $4,405 | $7,736-43.1% | $7,244-39.2% | $14,365-69.3% |