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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 | $101,653-59.8% | $147,080-72.2% | $74,459-45.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 26.76% | 8754.98%-8728.2pp | 420.17%-393.4pp | 1369.70%-1342.9pp |
| Employer contribution / active EE | $2,669 | $3,813-30.0% | $4,933-45.9% | $2,626+1.7% |
| Participant deferral / active EE | $9,286 | $7,304+27.1% | $8,066+15.1% | $4,350+113.5% |
| Admin fee / account holder | $729 | $1,752-58.4% | $12,989-94.4% | $1,945-62.5% |