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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 | $51,656 | $100,938-48.8% | $90,461-42.9% | $158,982-67.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.92% | 1727.20%-1705.3pp | 1294.76%-1272.8pp | 302.99%-281.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,500 | $4,350+3.5% | $3,964+13.5% | $5,983-24.8% |
| Admin fee / account holder | $6,861 | $6,510+5.4% | $5,617+22.1% | $11,252-39.0% |