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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 | $61,791 | $96,388-35.9% | $80,627-23.4% | $139,466-55.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.50% | 1352.08%-1331.6pp | 936.76%-916.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $3,365 | $3,260+3.2% | $2,723+23.6% | $4,754-29.2% |
| Participant deferral / active EE | $11,524 | $5,224+120.6% | $4,443+159.4% | $6,712+71.7% |
| Admin fee / account holder | $878 | $6,603-86.7% | $5,381-83.7% | $11,409-92.3% |