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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 | $62,869 | $88,710-29.1% | $81,783-23.1% | $145,959-56.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.87% | 1027.26%-1010.4pp | 775.05%-758.2pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,269 | $3,083-58.8% | $2,913-56.4% | $4,661-72.8% |
| Participant deferral / active EE | $15,167 | $4,645+226.5% | $4,320+251.1% | $6,689+126.8% |
| Admin fee / account holder | $418 | $8,407-95.0% | $7,380-94.3% | $13,398-96.9% |