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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 | $41,634 | $85,766-51.5% | $136,298-69.5% | $70,126-40.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 46.51% | 31.46%+15.1pp | 5156.27%-5109.8pp | 73.15%-26.6pp |
| Employer contribution / active EE | $2,255 | $2,966-24.0% | $4,696-52.0% | $2,343-3.7% |
| Participant deferral / active EE | $3,020 | $5,051-40.2% | $6,247-51.7% | $3,332-9.3% |
| Admin fee / account holder | $3,731 | $5,421-31.2% | $9,244-59.6% | $4,645-19.7% |