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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 | $65,116 | $99,011-34.2% | $86,582-24.8% | $147,586-55.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.12% | 1312.75%-1289.6pp | 965.08%-942.0pp | 578.59%-555.5pp |
| Employer contribution / active EE | $1,448 | $3,132-53.8% | $2,839-49.0% | $4,876-70.3% |
| Participant deferral / active EE | $5,341 | $3,972+34.5% | $3,609+48.0% | $5,439-1.8% |
| Admin fee / account holder | $1,071 | $5,709-81.2% | $4,904-78.2% | $10,886-90.2% |