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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 | $42,355 | $88,778-52.3% | $81,844-48.2% | $145,884-71.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.00% | 1033.03%-1012.0pp | 778.87%-757.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,695 | $3,087-45.1% | $2,916-41.9% | $4,662-63.6% |
| Participant deferral / active EE | $7,883 | $4,648+69.6% | $4,323+82.3% | $6,690+17.8% |
| Admin fee / account holder | $749 | $8,430-91.1% | $7,355-89.8% | $13,392-94.4% |