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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 | $42,756 | $70,366-39.2% | $66,674-35.9% | $138,895-69.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.84% | 386.41%-367.6pp | 321.24%-302.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $6,100 | $2,765+120.6% | $2,620+132.8% | $4,194+45.4% |
| Participant deferral / active EE | $11,283 | $4,374+158.0% | $4,084+176.3% | $6,396+76.4% |
| Admin fee / account holder | $7,140 | $5,262+35.7% | $5,098+40.1% | $12,562-43.2% |