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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 | $44,646 | $104,953-57.5% | $84,637-47.2% | $152,909-70.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 20.56% | 373.94%-353.4pp | 258.82%-238.3pp | 345.46%-324.9pp |
| Employer contribution / active EE | $2,154 | $3,304-34.8% | $2,653-18.8% | $4,764-54.8% |
| Participant deferral / active EE | $2,903 | $4,691-38.1% | $3,900-25.6% | $5,851-50.4% |
| Admin fee / account holder | $9,646 | $6,244+54.5% | $4,914+96.3% | $11,601-16.9% |