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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 | $39,666 | $102,635-61.4% | $86,209-54.0% | $139,456-71.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.94% | 1923.53%-1899.6pp | 1169.05%-1145.1pp | 373.45%-349.5pp |
| Employer contribution / active EE | $1,901 | $3,034-37.4% | $2,381-20.2% | $4,753-60.0% |
| Participant deferral / active EE | $6,282 | $4,677+34.3% | $3,986+57.6% | $6,711-6.4% |
| Admin fee / account holder | $1,054 | $8,661-87.8% | $6,853-84.6% | $11,407-90.8% |