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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 | $39,708 | $171,492-76.8% | $150,734-73.7% | $198,609-80.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 19.46% | 804.70%-785.2pp | 600.81%-581.3pp | 202.70%-183.2pp |
| Employer contribution / active EE | $3,920 | $5,470-28.3% | $4,918-20.3% | $5,055-22.5% |
| Participant deferral / active EE | $4,901 | $6,259-21.7% | $5,610-12.6% | $6,977-29.8% |
| Admin fee / account holder | $8,429 | $17,628-52.2% | $14,905-43.5% | $19,030-55.7% |