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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 | $19,819 | $76,368-74.0% | $67,681-70.7% | $154,746-87.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.23% | 1066.77%-1045.5pp | 590.58%-569.4pp | 172.34%-151.1pp |
| Employer contribution / active EE | $3,473 | $3,151+10.2% | $2,678+29.7% | $4,379-20.7% |
| Participant deferral / active EE | $4,894 | $4,824+1.4% | $3,976+23.1% | $6,730-27.3% |
| Admin fee / account holder | $1,181 | $8,559-86.2% | $6,100-80.6% | $14,365-91.8% |