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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 | $102,622 | $155,840-34.1% | $124,694-17.7% | $167,553-38.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.84% | 17.98%-3.1pp | 5144.82%-5130.0pp | 478.89%-464.1pp |
| Employer contribution / active EE | $2,952 | $4,165-29.1% | $3,325-11.2% | $4,840-39.0% |
| Participant deferral / active EE | $4,049 | $5,675-28.7% | $4,615-12.3% | $6,343-36.2% |
| Admin fee / account holder | $11,987 | $9,536+25.7% | $7,495+59.9% | $12,316-2.7% |