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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 | $58,843 | $96,388-39.0% | $80,627-27.0% | $139,466-57.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.95% | 1352.08%-1339.1pp | 936.76%-923.8pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,660 | $3,260-18.4% | $2,723-2.3% | $4,754-44.1% |
| Participant deferral / active EE | $11,905 | $5,224+127.9% | $4,443+168.0% | $6,712+77.4% |
| Admin fee / account holder | $2,367 | $6,603-64.2% | $5,381-56.0% | $11,409-79.3% |