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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 | $40,930 | $57,305-28.6% | $86,640-52.8% | $75,173-45.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.91% | 2674.24%-2656.3pp | 592.52%-574.6pp | 160.72%-142.8pp |
| Employer contribution / active EE | $5,795 | $2,316+150.2% | $3,024+91.6% | $2,671+117.0% |
| Participant deferral / active EE | $4,601 | $3,320+38.6% | $4,438+3.7% | $4,126+11.5% |
| Admin fee / account holder | $1,899 | $4,116-53.9% | $5,616-66.2% | $5,651-66.4% |