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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 | $40,830 | $58,391-30.1% | $76,667-46.7% | $72,976-44.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 16.66% | 2306.65%-2290.0pp | 1166.74%-1150.1pp | 81.02%-64.4pp |
| Employer contribution / active EE | $1,744 | $1,787-2.4% | $2,303-24.3% | $2,440-28.5% |
| Participant deferral / active EE | $3,933 | $2,690+46.2% | $3,336+17.9% | $3,608+9.0% |
| Admin fee / account holder | $9,788 | $4,014+143.8% | $6,423+52.4% | $5,124+91.0% |