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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 | $14,121 | $76,368-81.5% | $67,681-79.1% | $154,746-90.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.56% | 1066.77%-1045.2pp | 590.58%-569.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $4,158 | $3,151+31.9% | $2,678+55.2% | $4,379-5.1% |
| Participant deferral / active EE | $5,501 | $4,824+14.0% | $3,976+38.4% | $6,730-18.3% |
| Admin fee / account holder | $2,313 | $8,559-73.0% | $6,100-62.1% | $14,365-83.9% |