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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 | $45,270 | $99,011-54.3% | $86,582-47.7% | $147,586-69.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.38% | 1312.75%-1295.4pp | 965.08%-947.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,586 | $3,132-17.4% | $2,839-8.9% | $4,876-47.0% |
| Participant deferral / active EE | $3,769 | $3,972-5.1% | $3,609+4.5% | $5,439-30.7% |
| Admin fee / account holder | $2,219 | $5,709-61.1% | $4,904-54.7% | $10,886-79.6% |