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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 | $38,724 | $100,041-61.3% | $149,718-74.1% | $70,131-44.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 37.86% | 27.43%+10.4pp | 1501.67%-1463.8pp | 73.14%-35.3pp |
| Employer contribution / active EE | $4,138 | $3,662+13.0% | $5,445-24.0% | $2,342+76.6% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,918 | $8,286+7.6% | $11,283-21.0% | $4,645+92.0% |