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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 | $47,224 | $65,440-27.8% | $98,506-52.1% | $85,851-45.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.50% | 21.75%-9.3pp | 1494.92%-1482.4pp | 318.63%-306.1pp |
| Employer contribution / active EE | $4,074 | $2,169+87.8% | $2,961+37.6% | $2,565+58.8% |
| Participant deferral / active EE | $3,949 | $3,168+24.6% | $4,277-7.7% | $3,952-0.1% |
| Admin fee / account holder | $6,958 | $4,596+51.4% | $5,955+16.9% | $6,261+11.1% |