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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 | $36,903 | $102,696-64.1% | $86,235-57.2% | $139,487-73.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.70% | 1925.91%-1913.2pp | 1170.03%-1157.3pp | 373.84%-361.1pp |
| Employer contribution / active EE | $2,345 | $3,034-22.7% | $2,381-1.5% | $4,755-50.7% |
| Participant deferral / active EE | $5,768 | $4,679+23.3% | $3,987+44.7% | $6,713-14.1% |
| Admin fee / account holder | $2,744 | $8,667-68.3% | $6,856-60.0% | $11,407-75.9% |