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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 | $43,941 | $73,518-40.2% | $63,005-30.3% | $147,585-70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.80% | 175.46%-164.7pp | 87.59%-76.8pp | 578.58%-567.8pp |
| Employer contribution / active EE | $1,744 | $3,322-47.5% | $2,760-36.8% | $4,876-64.2% |
| Participant deferral / active EE | $4,615 | $4,183+10.3% | $3,329+38.6% | $5,439-15.1% |
| Admin fee / account holder | $3,015 | $5,952-49.3% | $3,599-16.2% | $10,886-72.3% |