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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 | $44,394 | $144,130-69.2% | $117,861-62.3% | $147,586-69.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.25% | 531.20%-520.9pp | 335.11%-324.9pp | 578.59%-568.3pp |
| Employer contribution / active EE | $1,489 | $4,897-69.6% | $3,786-60.7% | $4,876-69.5% |
| Participant deferral / active EE | $2,616 | $5,316-50.8% | $4,482-41.6% | $5,439-51.9% |
| Admin fee / account holder | $43,306 | $10,887+297.8% | $8,021+439.9% | $10,886+297.8% |