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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 | $43,610 | $72,071-39.5% | $68,368-36.2% | $137,256-68.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.30% | 353.14%-339.8pp | 292.57%-279.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $8,316 | $2,788+198.3% | $2,649+213.9% | $4,156+100.1% |
| Participant deferral / active EE | $6,932 | $4,410+57.2% | $4,123+68.1% | $6,407+8.2% |
| Admin fee / account holder | $4,766 | $5,336-10.7% | $5,150-7.5% | $12,270-61.2% |