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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 | $33,381 | $90,530-63.1% | $76,030-56.1% | $145,897-77.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.33% | 625.08%-611.8pp | 361.54%-348.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,805 | $3,319-15.5% | $2,688+4.4% | $4,663-39.8% |
| Participant deferral / active EE | $3,920 | $5,164-24.1% | $4,257-7.9% | $6,689-41.4% |
| Admin fee / account holder | $2,298 | $8,383-72.6% | $6,421-64.2% | $13,390-82.8% |