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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 | $40,967 | $149,040-72.5% | $120,225-65.9% | $137,256-70.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.59% | 605.68%-583.1pp | 439.23%-416.6pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,681 | $4,350-61.3% | $3,475-51.6% | $4,156-59.5% |
| Participant deferral / active EE | $13,430 | $4,655+188.5% | $3,999+235.9% | $6,407+109.6% |
| Admin fee / account holder | $630 | $6,348-90.1% | $5,696-88.9% | $12,270-94.9% |