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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 | $54,692 | $58,726-6.9% | $142,898-61.7% | $85,847-36.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 40.13% | 27.73%+12.4pp | 5639.64%-5599.5pp | 318.61%-278.5pp |
| Employer contribution / active EE | $2,774 | $1,424+94.8% | $4,146-33.1% | $2,565+8.1% |
| Participant deferral / active EE | $2,793 | $2,609+7.1% | $3,838-27.2% | $3,952-29.3% |
| Admin fee / account holder | $619 | $4,234-85.4% | $6,560-90.6% | $6,261-90.1% |