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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 | $40,904 | $101,539-59.7% | $147,041-72.2% | $74,400-45.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 26.76% | 8740.84%-8714.1pp | 419.21%-392.4pp | 1367.51%-1340.7pp |
| Employer contribution / active EE | $2,669 | $3,811-30.0% | $4,935-45.9% | $2,624+1.7% |
| Participant deferral / active EE | $9,286 | $7,304+27.1% | $8,071+15.1% | $4,348+113.6% |
| Admin fee / account holder | $729 | $1,749-58.3% | $13,006-94.4% | $1,944-62.5% |