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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 | $76,252 | $102,696-25.7% | $86,235-11.6% | $139,487-45.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.07% | 1925.91%-1906.8pp | 1170.03%-1151.0pp | 373.84%-354.8pp |
| Employer contribution / active EE | $2,826 | $3,034-6.9% | $2,381+18.7% | $4,755-40.6% |
| Participant deferral / active EE | $2,905 | $4,679-37.9% | $3,987-27.1% | $6,713-56.7% |
| Admin fee / account holder | $2,483 | $8,667-71.4% | $6,856-63.8% | $11,407-78.2% |