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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 | $21,435 | $99,644-78.5% | $86,438-75.2% | $134,532-84.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 33.75% | 6787.26%-6753.5pp | 4397.19%-4363.4pp | 418.27%-384.5pp |
| Employer contribution / active EE | $2,030 | $4,402-53.9% | $3,769-46.2% | $4,741-57.2% |
| Participant deferral / active EE | $3,287 | $7,247-54.6% | $6,952-52.7% | $6,401-48.6% |
| Admin fee / account holder | $859 | $8,375-89.7% | $6,733-87.2% | $11,429-92.5% |