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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 | $56,274 | $99,011-43.2% | $86,582-35.0% | $147,586-61.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.54% | 1312.75%-1291.2pp | 965.08%-943.5pp | 578.59%-557.1pp |
| Employer contribution / active EE | $694 | $3,132-77.8% | $2,839-75.6% | $4,876-85.8% |
| Participant deferral / active EE | $4,215 | $3,972+6.1% | $3,609+16.8% | $5,439-22.5% |
| Admin fee / account holder | $2,793 | $5,709-51.1% | $4,904-43.1% | $10,886-74.3% |