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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 | $55,707 | $101,653-45.2% | $147,080-62.1% | $74,459-25.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.50% | 8754.98%-8740.5pp | 420.17%-405.7pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $3,371 | $3,813-11.6% | $4,933-31.7% | $2,626+28.4% |
| Participant deferral / active EE | $7,209 | $7,304-1.3% | $8,066-10.6% | $4,350+65.7% |
| Admin fee / account holder | $3,672 | $1,752+109.6% | $12,989-71.7% | $1,945+88.8% |