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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 | $38,231 | $165,939-77.0% | $122,354-68.8% | $147,585-74.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.61% | 34.56%-17.9pp | 30.28%-13.7pp | 578.58%-562.0pp |
| Employer contribution / active EE | $4,000 | $5,754-30.5% | $4,051-1.3% | $4,876-18.0% |
| Participant deferral / active EE | $14,000 | $4,005+249.5% | $3,287+325.9% | $5,439+157.4% |
| Admin fee / account holder | $5,740 | $7,425-22.7% | $5,479+4.8% | $10,886-47.3% |