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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 | $25,263 | $60,128-58.0% | $90,440-72.1% | $79,852-68.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.45% | 71.95%-58.5pp | 1294.38%-1280.9pp | 31.72%-18.3pp |
| Employer contribution / active EE | $3,579 | $2,068+73.0% | $3,263+9.7% | $2,471+44.8% |
| Participant deferral / active EE | $6,487 | $2,939+120.7% | $3,964+63.7% | $3,740+73.4% |
| Admin fee / account holder | $2,856 | $3,977-28.2% | $5,615-49.1% | $5,306-46.2% |