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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 | $38,268 | $81,643-53.1% | $70,462-45.7% | $158,950-75.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.77% | 208.51%-185.7pp | 109.08%-86.3pp | 302.91%-280.1pp |
| Employer contribution / active EE | $7,352 | $3,218+128.5% | $2,737+168.6% | $4,762+54.4% |
| Participant deferral / active EE | $7,514 | $4,555+65.0% | $3,710+102.5% | $5,983+25.6% |
| Admin fee / account holder | $16,683 | $6,194+169.4% | $3,845+333.9% | $11,248+48.3% |