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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 | $43,372 | $85,766-49.4% | $136,298-68.2% | $70,126-38.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.59% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $4,651 | $2,966+56.8% | $4,696-0.9% | $2,343+98.6% |
| Participant deferral / active EE | $2,293 | $5,051-54.6% | $6,247-63.3% | $3,332-31.2% |
| Admin fee / account holder | $1,404 | $5,421-74.1% | $9,244-84.8% | $4,645-69.8% |