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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 | $39,175 | $99,011-60.4% | $86,582-54.8% | $147,586-73.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.23% | 1312.75%-1301.5pp | 965.08%-953.9pp | 578.59%-567.4pp |
| Employer contribution / active EE | $2,791 | $3,132-10.9% | $2,839-1.7% | $4,876-42.8% |
| Participant deferral / active EE | $3,134 | $3,972-21.1% | $3,609-13.2% | $5,439-42.4% |
| Admin fee / account holder | $6,822 | $5,709+19.5% | $4,904+39.1% | $10,886-37.3% |