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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 | $44,844 | $109,872-59.2% | $98,483-54.5% | $167,536-73.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.02% | 1959.31%-1943.3pp | 1494.38%-1478.4pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,614 | $3,225-18.9% | $2,961-11.7% | $4,839-46.0% |
| Participant deferral / active EE | $4,339 | $4,673-7.2% | $4,276+1.5% | $6,342-31.6% |
| Admin fee / account holder | $503 | $6,757-92.6% | $5,953-91.6% | $12,315-95.9% |