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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 | $41,454 | $156,897-73.6% | $121,147-65.8% | $139,427-70.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.34% | 1475.10%-1454.8pp | 986.30%-966.0pp | 373.27%-352.9pp |
| Employer contribution / active EE | $3,154 | $5,539-43.1% | $4,166-24.3% | $4,752-33.6% |
| Participant deferral / active EE | $6,195 | $4,846+27.8% | $4,081+51.8% | $6,711-7.7% |
| Admin fee / account holder | $864 | $6,948-87.6% | $5,646-84.7% | $11,404-92.4% |