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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 | $38,677 | $57,305-32.5% | $86,640-55.4% | $75,173-48.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.72% | 2674.24%-2659.5pp | 592.52%-577.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $3,940 | $2,316+70.1% | $3,024+30.3% | $2,671+47.5% |
| Participant deferral / active EE | $1,764 | $3,320-46.9% | $4,438-60.2% | $4,126-57.2% |
| Admin fee / account holder | $5,997 | $4,116+45.7% | $5,616+6.8% | $5,651+6.1% |