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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 | $49,203 | $90,691-45.7% | $76,119-35.4% | $145,884-66.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.65% | 624.52%-611.9pp | 361.25%-348.6pp | 551.85%-539.2pp |
| Employer contribution / active EE | $27,892 | $3,329+737.9% | $2,693+935.8% | $4,662+498.2% |
| Participant deferral / active EE | $15,250 | $5,167+195.1% | $4,259+258.0% | $6,690+128.0% |
| Admin fee / account holder | $18,569 | $8,383+121.5% | $6,421+189.2% | $13,392+38.7% |