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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 | $41,737 | $73,421-43.2% | $66,439-37.2% | $155,188-73.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 16.02% | 1382.37%-1366.4pp | 757.66%-741.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $4,548 | $3,039+49.7% | $2,637+72.5% | $4,248+7.1% |
| Participant deferral / active EE | $5,582 | $4,680+19.3% | $3,876+44.0% | $6,531-14.5% |
| Admin fee / account holder | $2,904 | $8,856-67.2% | $6,173-53.0% | $14,480-79.9% |