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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 | $43,665 | $102,696-57.5% | $86,235-49.4% | $139,487-68.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.24% | 1925.91%-1909.7pp | 1170.03%-1153.8pp | 373.84%-357.6pp |
| Employer contribution / active EE | $3,181 | $3,034+4.9% | $2,381+33.6% | $4,755-33.1% |
| Participant deferral / active EE | $7,808 | $4,679+66.9% | $3,987+95.8% | $6,713+16.3% |
| Admin fee / account holder | $758 | $8,667-91.2% | $6,856-88.9% | $11,407-93.4% |