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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 | $31,241 | $60,128-48.0% | $90,440-65.5% | $79,852-60.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.32% | 71.95%-55.6pp | 1294.38%-1278.1pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,986 | $2,068-4.0% | $3,263-39.1% | $2,471-19.6% |
| Participant deferral / active EE | $4,586 | $2,939+56.1% | $3,964+15.7% | $3,740+22.6% |
| Admin fee / account holder | $3,058 | $3,977-23.1% | $5,615-45.5% | $5,306-42.4% |