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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 | $63,616 | $96,361-34.0% | $80,607-21.1% | $139,456-54.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.08% | 1350.95%-1334.9pp | 936.11%-920.0pp | 373.45%-357.4pp |
| Employer contribution / active EE | $2,687 | $3,262-17.6% | $2,724-1.4% | $4,753-43.5% |
| Participant deferral / active EE | $15,333 | $5,232+193.1% | $4,448+244.8% | $6,711+128.5% |
| Admin fee / account holder | $1,564 | $6,601-76.3% | $5,379-70.9% | $11,407-86.3% |