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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 | $37,046 | $68,097-45.6% | $62,929-41.1% | $137,256-73.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.34% | 1859.11%-1845.8pp | 1063.93%-1050.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,586 | $2,811+27.6% | $2,505+43.2% | $4,156-13.7% |
| Participant deferral / active EE | $798 | $4,553-82.5% | $3,888-79.5% | $6,407-87.5% |
| Admin fee / account holder | $2,810 | $6,521-56.9% | $5,065-44.5% | $12,270-77.1% |