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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 | $53,573 | $99,009-45.9% | $86,581-38.1% | $147,585-63.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.33% | 1312.70%-1298.4pp | 965.06%-950.7pp | 578.58%-564.3pp |
| Employer contribution / active EE | $1,639 | $3,132-47.7% | $2,840-42.3% | $4,876-66.4% |
| Participant deferral / active EE | $6,907 | $3,972+73.9% | $3,609+91.4% | $5,439+27.0% |
| Admin fee / account holder | $2,128 | $5,709-62.7% | $4,904-56.6% | $10,886-80.4% |