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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 | $43,317 | $102,696-57.8% | $86,235-49.8% | $139,487-68.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.67% | 1925.91%-1910.2pp | 1170.03%-1154.4pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,764 | $3,034-8.9% | $2,381+16.1% | $4,755-41.9% |
| Participant deferral / active EE | $4,757 | $4,679+1.7% | $3,987+19.3% | $6,713-29.1% |
| Admin fee / account holder | $16,300 | $8,667+88.1% | $6,856+137.8% | $11,407+42.9% |