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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 | $55,416 | $99,011-44.0% | $86,582-36.0% | $147,586-62.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.41% | 1312.75%-1296.3pp | 965.08%-948.7pp | 578.59%-562.2pp |
| Employer contribution / active EE | $3,423 | $3,132+9.3% | $2,839+20.6% | $4,876-29.8% |
| Participant deferral / active EE | $3,902 | $3,972-1.8% | $3,609+8.1% | $5,439-28.3% |
| Admin fee / account holder | $1,206 | $5,709-78.9% | $4,904-75.4% | $10,886-88.9% |