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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 | $38,290 | $99,031-61.3% | $86,597-55.8% | $147,585-74.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.39% | 1312.56%-1302.2pp | 964.96%-954.6pp | 578.57%-568.2pp |
| Employer contribution / active EE | $945 | $3,132-69.8% | $2,840-66.7% | $4,876-80.6% |
| Participant deferral / active EE | $8,314 | $3,972+109.3% | $3,609+130.4% | $5,439+52.9% |
| Admin fee / account holder | $7,632 | $5,711+33.6% | $4,906+55.6% | $10,885-29.9% |