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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 | $46,306 | $81,668-43.3% | $58,507-20.9% | $139,487-66.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.86% | 7430.07%-7413.2pp | 4252.32%-4235.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $2,622 | $1,398+87.6% | $1,053+149.0% | $4,755-44.8% |
| Participant deferral / active EE | $4,083 | $2,554+59.9% | $1,922+112.4% | $6,713-39.2% |
| Admin fee / account holder | $633 | $3,212-80.3% | $2,486-74.6% | $11,407-94.5% |