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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 | $33,269 | $57,305-41.9% | $86,640-61.6% | $75,173-55.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.73% | 2674.24%-2655.5pp | 592.52%-573.8pp | 160.72%-142.0pp |
| Employer contribution / active EE | $3,428 | $2,316+48.0% | $3,024+13.4% | $2,671+28.4% |
| Participant deferral / active EE | $6,934 | $3,320+108.9% | $4,438+56.2% | $4,126+68.1% |
| Admin fee / account holder | $9,322 | $4,116+126.5% | $5,616+66.0% | $5,651+65.0% |