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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 | $38,634 | $102,696-62.4% | $86,235-55.2% | $139,487-72.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.19% | 1925.91%-1907.7pp | 1170.03%-1151.8pp | 373.84%-355.7pp |
| Employer contribution / active EE | $3,084 | $3,034+1.6% | $2,381+29.5% | $4,755-35.1% |
| Participant deferral / active EE | $14,909 | $4,679+218.6% | $3,987+274.0% | $6,713+122.1% |
| Admin fee / account holder | $20,730 | $8,667+139.2% | $6,856+202.4% | $11,407+81.7% |