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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 | $31,230 | $104,116-70.0% | $71,089-56.1% | $135,380-76.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 7.80% | 1256.51%-1248.7pp | 650.65%-642.8pp | 519.81%-512.0pp |
| Employer contribution / active EE | $3,094 | $1,485+108.4% | $1,088+184.5% | $4,779-35.3% |
| Participant deferral / active EE | $6,658 | $2,524+163.8% | $1,873+255.5% | $5,609+18.7% |
| Admin fee / account holder | $7,055 | $4,142+70.3% | $3,082+128.9% | $10,828-34.8% |