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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 | $40,297 | $132,634-69.6% | $115,768-65.2% | $137,256-70.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.97% | 160.70%-148.7pp | 100.46%-88.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $10,824 | $3,360+222.2% | $2,940+268.2% | $4,156+160.4% |
| Participant deferral / active EE | $3,752 | $5,619-33.2% | $4,917-23.7% | $6,407-41.4% |
| Admin fee / account holder | $41,277 | $15,028+174.7% | $12,439+231.8% | $12,270+236.4% |