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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 | $44,021 | $100,895-56.4% | $90,430-51.3% | $158,950-72.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.69% | 1725.54%-1700.9pp | 1293.73%-1269.0pp | 302.91%-278.2pp |
| Employer contribution / active EE | $1,739 | $3,689-52.9% | $3,262-46.7% | $4,762-63.5% |
| Participant deferral / active EE | $11,120 | $4,347+155.8% | $3,963+180.6% | $5,983+85.9% |
| Admin fee / account holder | $555 | $6,505-91.5% | $5,613-90.1% | $11,248-95.1% |