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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 | $56,974 | $169,336-66.4% | $129,384-56.0% | $145,884-60.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.66% | 14408.70%-14389.0pp | 9461.77%-9442.1pp | 551.85%-532.2pp |
| Employer contribution / active EE | $2,240 | $5,540-59.6% | $4,153-46.1% | $4,662-52.0% |
| Participant deferral / active EE | $3,000 | $4,985-39.8% | $4,166-28.0% | $6,690-55.2% |
| Admin fee / account holder | $766 | $9,912-92.3% | $7,686-90.0% | $13,392-94.3% |