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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 | $32,118 | $109,872-70.8% | $98,483-67.4% | $167,536-80.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.04% | 1959.31%-1944.3pp | 1494.38%-1479.3pp | 478.82%-463.8pp |
| Employer contribution / active EE | $4,313 | $3,225+33.7% | $2,961+45.7% | $4,839-10.9% |
| Participant deferral / active EE | $1,255 | $4,673-73.2% | $4,276-70.7% | $6,342-80.2% |
| Admin fee / account holder | $735 | $6,757-89.1% | $5,953-87.7% | $12,315-94.0% |