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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 | $46,301 | $88,754-47.8% | $81,820-43.4% | $145,877-68.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.52% | 1031.77%-1019.3pp | 777.93%-765.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,155 | $3,085+2.3% | $2,915+8.2% | $4,663-32.3% |
| Participant deferral / active EE | $11,440 | $4,648+146.1% | $4,323+164.6% | $6,691+71.0% |
| Admin fee / account holder | $37,487 | $8,424+345.0% | $7,391+407.2% | $13,402+179.7% |