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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 | $31,694 | $102,635-69.1% | $86,209-63.2% | $139,456-77.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.98% | 1923.53%-1897.6pp | 1169.05%-1143.1pp | 373.45%-347.5pp |
| Employer contribution / active EE | $3,948 | $3,034+30.1% | $2,381+65.8% | $4,753-16.9% |
| Participant deferral / active EE | $11,535 | $4,677+146.6% | $3,986+189.4% | $6,711+71.9% |
| Admin fee / account holder | $423 | $8,661-95.1% | $6,853-93.8% | $11,407-96.3% |