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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 | $45,329 | $185,225-75.5% | $142,898-68.3% | $167,553-72.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.56% | 8558.12%-8542.6pp | 5639.64%-5624.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,886 | $5,607-66.4% | $4,146-54.5% | $4,840-61.0% |
| Participant deferral / active EE | $3,772 | $4,496-16.1% | $3,838-1.7% | $6,343-40.5% |
| Admin fee / account holder | $621 | $8,032-92.3% | $6,560-90.5% | $12,316-95.0% |