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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 | $40,232 | $150,446-73.3% | $136,297-70.5% | $147,585-72.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.24% | 1049.14%-1030.9pp | 5156.19%-5138.0pp | 578.58%-560.3pp |
| Employer contribution / active EE | $1,350 | $5,256-74.3% | $4,696-71.2% | $4,876-72.3% |
| Participant deferral / active EE | $4,305 | $6,631-35.1% | $6,247-31.1% | $5,439-20.8% |
| Admin fee / account holder | $726 | $10,906-93.3% | $9,244-92.1% | $10,886-93.3% |