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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 | $88,710-72.0% | $81,783-69.7% | $145,959-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.53% | 1027.26%-1016.7pp | 775.05%-764.5pp | 561.95%-551.4pp |
| Employer contribution / active EE | $4,492 | $3,083+45.7% | $2,913+54.2% | $4,661-3.6% |
| Participant deferral / active EE | $6,933 | $4,645+49.3% | $4,320+60.5% | $6,689+3.7% |
| Admin fee / account holder | $3,527 | $8,407-58.0% | $7,380-52.2% | $13,398-73.7% |