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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 | $38,069 | $65,423-41.8% | $98,477-61.3% | $85,856-55.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 27.41% | 21.76%+5.7pp | 1493.59%-1466.2pp | 318.58%-291.2pp |
| Employer contribution / active EE | $1,568 | $2,168-27.7% | $2,961-47.0% | $2,565-38.9% |
| Participant deferral / active EE | $2,417 | $3,167-23.7% | $4,276-43.5% | $3,952-38.8% |
| Admin fee / account holder | $319 | $4,594-93.1% | $5,951-94.6% | $6,261-94.9% |