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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 | $45,149 | $156,927-71.2% | $121,169-62.7% | $139,456-67.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.30% | 1475.85%-1458.5pp | 986.71%-969.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $4,271 | $5,542-22.9% | $4,168+2.5% | $4,753-10.1% |
| Participant deferral / active EE | $3,315 | $4,848-31.6% | $4,083-18.8% | $6,711-50.6% |
| Admin fee / account holder | $1,256 | $6,946-81.9% | $5,645-77.8% | $11,407-89.0% |