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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 | $25,124 | $118,695-78.8% | $98,916-74.6% | $158,950-84.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 44.36% | 372.39%-328.0pp | 196.45%-152.1pp | 302.91%-258.6pp |
| Employer contribution / active EE | $4,777 | $3,333+43.3% | $2,689+77.6% | $4,762+0.3% |
| Participant deferral / active EE | $10,073 | $5,088+98.0% | $4,245+137.3% | $5,983+68.4% |
| Admin fee / account holder | $2,209 | $10,132-78.2% | $6,642-66.7% | $11,248-80.4% |