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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 | $44,208 | $76,368-42.1% | $67,681-34.7% | $154,746-71.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.25% | 1066.77%-1046.5pp | 590.58%-570.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $5,420 | $3,151+72.0% | $2,678+102.4% | $4,379+23.8% |
| Participant deferral / active EE | $9,275 | $4,824+92.3% | $3,976+133.3% | $6,730+37.8% |
| Admin fee / account holder | $2,899 | $8,559-66.1% | $6,100-52.5% | $14,365-79.8% |