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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 | $44,489 | $49,897-10.8% | $80,648-44.8% | $75,177-40.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 21.83% | 34.68%-12.8pp | 937.21%-915.4pp | 160.75%-138.9pp |
| Employer contribution / active EE | $4,987 | $1,699+193.5% | $2,724+83.1% | $2,671+86.7% |
| Participant deferral / active EE | $10,128 | $2,992+238.5% | $4,443+127.9% | $4,126+145.4% |
| Admin fee / account holder | $3,368 | $3,579-5.9% | $5,382-37.4% | $5,651-40.4% |