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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 | $55,491 | $58,391-5.0% | $76,667-27.6% | $72,976-24.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.84% | 2306.65%-2288.8pp | 1166.74%-1148.9pp | 81.02%-63.2pp |
| Employer contribution / active EE | $2,347 | $1,787+31.4% | $2,303+1.9% | $2,440-3.8% |
| Participant deferral / active EE | $3,174 | $2,690+18.0% | $3,336-4.9% | $3,608-12.0% |
| Admin fee / account holder | $789 | $4,014-80.3% | $6,423-87.7% | $5,124-84.6% |