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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 | $36,704 | $81,763-55.1% | $58,561-37.3% | $139,466-73.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.88% | 7427.77%-7410.9pp | 4251.33%-4234.4pp | 373.66%-356.8pp |
| Employer contribution / active EE | $6,194 | $1,398+343.0% | $1,053+488.0% | $4,754+30.3% |
| Participant deferral / active EE | $3,610 | $2,555+41.3% | $1,923+87.7% | $6,712-46.2% |
| Admin fee / account holder | $1,336 | $3,273-59.2% | $2,520-47.0% | $11,409-88.3% |