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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 | $46,166 | $110,629-58.3% | $80,784-42.9% | $167,553-72.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.96% | 120.58%-106.6pp | 87.31%-73.4pp | 478.89%-464.9pp |
| Employer contribution / active EE | $6,545 | $1,543+324.2% | $1,160+464.1% | $4,840+35.2% |
| Participant deferral / active EE | $4,205 | $2,871+46.5% | $2,145+96.0% | $6,343-33.7% |
| Admin fee / account holder | $399 | $4,547-91.2% | $3,380-88.2% | $12,316-96.8% |