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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 | $32,657 | $99,009-67.0% | $86,581-62.3% | $147,585-77.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.70% | 1312.70%-1300.0pp | 965.06%-952.4pp | 578.58%-565.9pp |
| Employer contribution / active EE | $2,800 | $3,132-10.6% | $2,840-1.4% | $4,876-42.6% |
| Participant deferral / active EE | $4,063 | $3,972+2.3% | $3,609+12.6% | $5,439-25.3% |
| Admin fee / account holder | $15,058 | $5,709+163.8% | $4,904+207.0% | $10,886+38.3% |