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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 | $32,075 | $90,691-64.6% | $76,119-57.9% | $145,884-78.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.83% | 624.52%-609.7pp | 361.25%-346.4pp | 551.85%-537.0pp |
| Employer contribution / active EE | $2,039 | $3,329-38.7% | $2,693-24.3% | $4,662-56.3% |
| Participant deferral / active EE | $3,910 | $5,167-24.3% | $4,259-8.2% | $6,690-41.5% |
| Admin fee / account holder | $1,795 | $8,383-78.6% | $6,421-72.0% | $13,392-86.6% |