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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 | $55,707 | $101,539-45.1% | $147,041-62.1% | $74,400-25.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.50% | 8740.84%-8726.3pp | 419.21%-404.7pp | 1367.51%-1353.0pp |
| Employer contribution / active EE | $3,371 | $3,811-11.5% | $4,935-31.7% | $2,624+28.4% |
| Participant deferral / active EE | $7,209 | $7,304-1.3% | $8,071-10.7% | $4,348+65.8% |
| Admin fee / account holder | $3,672 | $1,749+109.9% | $13,006-71.8% | $1,944+88.9% |