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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 | $58,571 | $68,097-14.0% | $62,929-6.9% | $137,256-57.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.53% | 1859.11%-1843.6pp | 1063.93%-1048.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,403 | $2,811-50.1% | $2,505-44.0% | $4,156-66.3% |
| Participant deferral / active EE | $3,239 | $4,553-28.9% | $3,888-16.7% | $6,407-49.5% |
| Admin fee / account holder | $3,882 | $6,521-40.5% | $5,065-23.3% | $12,270-68.4% |