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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 | $51,619 | $88,754-41.8% | $81,820-36.9% | $145,877-64.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.48% | 1031.77%-1020.3pp | 777.93%-766.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,262 | $3,085-26.7% | $2,915-22.4% | $4,663-51.5% |
| Participant deferral / active EE | $5,143 | $4,648+10.7% | $4,323+19.0% | $6,691-23.1% |
| Admin fee / account holder | $17,500 | $8,424+107.7% | $7,391+136.8% | $13,402+30.6% |