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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 | $64,028 | $144,124-55.6% | $117,857-45.7% | $147,585-56.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.51% | 531.17%-510.7pp | 335.09%-314.6pp | 578.57%-558.1pp |
| Employer contribution / active EE | $1,649 | $4,897-66.3% | $3,786-56.4% | $4,876-66.2% |
| Participant deferral / active EE | $3,220 | $5,316-39.4% | $4,482-28.1% | $5,439-40.8% |
| Admin fee / account holder | $2,255 | $10,886-79.3% | $8,020-71.9% | $10,885-79.3% |