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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 | $45,489 | $104,924-56.6% | $84,623-46.2% | $152,885-70.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.21% | 373.82%-356.6pp | 258.77%-241.6pp | 345.39%-328.2pp |
| Employer contribution / active EE | $5,009 | $3,302+51.7% | $2,652+88.9% | $4,763+5.2% |
| Participant deferral / active EE | $7,787 | $4,689+66.1% | $3,899+99.7% | $5,851+33.1% |
| Admin fee / account holder | $32,718 | $6,242+424.2% | $4,913+565.9% | $11,598+182.1% |