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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 | $38,719 | $176,688-78.1% | $130,660-70.4% | $152,897-74.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 17.50% | 2693.08%-2675.6pp | 1709.29%-1691.8pp | 345.43%-327.9pp |
| Employer contribution / active EE | $2,224 | $5,743-61.3% | $4,092-45.7% | $4,764-53.3% |
| Participant deferral / active EE | $3,586 | $4,362-17.8% | $3,603-0.5% | $5,851-38.7% |
| Admin fee / account holder | $1,861 | $7,131-73.9% | $5,463-65.9% | $11,599-84.0% |