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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 | $27,760 | $102,595-72.9% | $94,057-70.5% | $154,746-82.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.75% | 583.42%-562.7pp | 480.62%-459.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,256 | $3,147-28.3% | $2,933-23.1% | $4,379-48.5% |
| Participant deferral / active EE | $4,816 | $5,118-5.9% | $4,709+2.3% | $6,730-28.4% |
| Admin fee / account holder | $4,037 | $7,736-47.8% | $7,244-44.3% | $14,365-71.9% |