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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 | $37,379 | $102,663-63.6% | $86,216-56.6% | $139,466-73.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.35% | 1924.52%-1909.2pp | 1169.42%-1154.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $5,230 | $3,035+72.3% | $2,382+119.6% | $4,754+10.0% |
| Participant deferral / active EE | $6,318 | $4,677+35.1% | $3,986+58.5% | $6,712-5.9% |
| Admin fee / account holder | $1,608 | $8,663-81.4% | $6,853-76.5% | $11,409-85.9% |