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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 | $35,731 | $76,368-53.2% | $67,681-47.2% | $154,746-76.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 22.75% | 1066.77%-1044.0pp | 590.58%-567.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,431 | $3,151-22.9% | $2,678-9.2% | $4,379-44.5% |
| Participant deferral / active EE | $7,338 | $4,824+52.1% | $3,976+84.6% | $6,730+9.0% |
| Admin fee / account holder | $959 | $8,559-88.8% | $6,100-84.3% | $14,365-93.3% |