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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 | $21,086 | $68,097-69.0% | $62,929-66.5% | $137,256-84.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.45% | 1859.11%-1839.7pp | 1063.93%-1044.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,602 | $2,811-43.0% | $2,505-36.0% | $4,156-61.4% |
| Participant deferral / active EE | $4,760 | $4,553+4.6% | $3,888+22.4% | $6,407-25.7% |
| Admin fee / account holder | $977 | $6,521-85.0% | $5,065-80.7% | $12,270-92.0% |