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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 | $46,057 | $81,668-43.6% | $58,507-21.3% | $139,487-67.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.69% | 7430.07%-7413.4pp | 4252.32%-4235.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $5,368 | $1,398+284.0% | $1,053+409.7% | $4,755+12.9% |
| Participant deferral / active EE | $3,349 | $2,554+31.2% | $1,922+74.2% | $6,713-50.1% |
| Admin fee / account holder | $495 | $3,212-84.6% | $2,486-80.1% | $11,407-95.7% |