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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 | $38,707 | $155,833-75.2% | $124,693-69.0% | $167,536-76.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.46% | 17.98%+0.5pp | 5144.19%-5125.7pp | 478.82%-460.4pp |
| Employer contribution / active EE | $2,302 | $4,164-44.7% | $3,324-30.8% | $4,839-52.4% |
| Participant deferral / active EE | $2,240 | $5,675-60.5% | $4,615-51.5% | $6,342-64.7% |
| Admin fee / account holder | $45,466 | $9,534+376.9% | $7,494+506.7% | $12,315+269.2% |