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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 | $24,819 | $88,754-72.0% | $81,820-69.7% | $145,877-83.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.53% | 1031.77%-1021.2pp | 777.93%-767.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $4,492 | $3,085+45.6% | $2,915+54.1% | $4,663-3.7% |
| Participant deferral / active EE | $6,933 | $4,648+49.2% | $4,323+60.4% | $6,691+3.6% |
| Admin fee / account holder | $3,527 | $8,424-58.1% | $7,391-52.3% | $13,402-73.7% |