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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 | $41,588 | $99,652-58.3% | $78,778-47.2% | $147,585-71.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.90% | 47.28%-36.4pp | 35.62%-24.7pp | 578.58%-567.7pp |
| Employer contribution / active EE | $4,038 | $2,796+44.4% | $1,986+103.4% | $4,876-17.2% |
| Participant deferral / active EE | $3,000 | $3,664-18.1% | $2,958+1.4% | $5,439-44.8% |
| Admin fee / account holder | $19,513 | $7,155+172.7% | $5,134+280.1% | $10,886+79.3% |