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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 | $37,006 | $102,696-64.0% | $86,235-57.1% | $139,487-73.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.99% | 1925.91%-1908.9pp | 1170.03%-1153.0pp | 373.84%-356.9pp |
| Employer contribution / active EE | $3,372 | $3,034+11.1% | $2,381+41.6% | $4,755-29.1% |
| Participant deferral / active EE | $5,080 | $4,679+8.6% | $3,987+27.4% | $6,713-24.3% |
| Admin fee / account holder | $7,062 | $8,667-18.5% | $6,856+3.0% | $11,407-38.1% |