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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 | $49,614 | $70,121-29.2% | $63,803-22.2% | $138,895-64.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.18% | 946.48%-933.3pp | 543.72%-530.5pp | 145.39%-132.2pp |
| Employer contribution / active EE | $6,159 | $2,882+113.7% | $2,532+143.2% | $4,194+46.8% |
| Participant deferral / active EE | $3,639 | $4,535-19.8% | $3,843-5.3% | $6,396-43.1% |
| Admin fee / account holder | $12,237 | $6,738+81.6% | $5,196+135.5% | $12,562-2.6% |