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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 | $36,495 | $124,175-70.6% | $108,405-66.3% | $167,553-78.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.47% | 1380.13%-1365.7pp | 905.55%-891.1pp | 478.89%-464.4pp |
| Employer contribution / active EE | $1,949 | $4,188-53.5% | $3,559-45.2% | $4,840-59.7% |
| Participant deferral / active EE | $9,364 | $6,908+35.5% | $6,563+42.7% | $6,343+47.6% |
| Admin fee / account holder | $801 | $9,457-91.5% | $7,297-89.0% | $12,316-93.5% |