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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 | $43,969 | $177,353-75.2% | $158,226-72.2% | $198,609-77.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 20.17% | 599.50%-579.3pp | 501.41%-481.2pp | 202.70%-182.5pp |
| Employer contribution / active EE | $2,202 | $3,239-32.0% | $2,986-26.3% | $5,055-56.5% |
| Participant deferral / active EE | $15,209 | $4,615+229.6% | $4,317+252.3% | $6,977+118.0% |
| Admin fee / account holder | $2,149 | $10,960-80.4% | $10,217-79.0% | $19,030-88.7% |