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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 | $39,083 | $80,812-51.6% | $160,784-75.7% | $82,448-52.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 30.18% | 100.59%-70.4pp | 1803.92%-1773.7pp | 41.64%-11.5pp |
| Employer contribution / active EE | $3,361 | $2,174+54.6% | $3,733-10.0% | $2,551+31.8% |
| Participant deferral / active EE | $9,209 | $4,335+112.4% | $6,293+46.3% | $4,139+122.5% |
| Admin fee / account holder | $2,997 | $7,695-61.0% | $9,717-69.2% | $7,234-58.6% |