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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 | $41,672 | $171,492-75.7% | $150,734-72.4% | $198,609-79.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.68% | 804.70%-797.0pp | 600.81%-593.1pp | 202.70%-195.0pp |
| Employer contribution / active EE | $2,119 | $5,470-61.3% | $4,918-56.9% | $5,055-58.1% |
| Participant deferral / active EE | $4,610 | $6,259-26.4% | $5,610-17.8% | $6,977-33.9% |
| Admin fee / account holder | $747 | $17,628-95.8% | $14,905-95.0% | $19,030-96.1% |