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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 | $41,195 | $99,011-58.4% | $86,582-52.4% | $147,586-72.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.13% | 1312.75%-1293.6pp | 965.08%-946.0pp | 578.59%-559.5pp |
| Employer contribution / active EE | $2,140 | $3,132-31.7% | $2,839-24.6% | $4,876-56.1% |
| Participant deferral / active EE | $4,495 | $3,972+13.1% | $3,609+24.6% | $5,439-17.4% |
| Admin fee / account holder | $2,240 | $5,709-60.8% | $4,904-54.3% | $10,886-79.4% |