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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 | $80,469 | $81,763-1.6% | $58,561+37.4% | $139,466-42.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.72% | 7427.77%-7407.1pp | 4251.33%-4230.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $1,030 | $1,398-26.3% | $1,053-2.2% | $4,754-78.3% |
| Participant deferral / active EE | $1,664 | $2,555-34.9% | $1,923-13.5% | $6,712-75.2% |
| Admin fee / account holder | $667 | $3,273-79.6% | $2,520-73.5% | $11,409-94.2% |