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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 | $49,115 | $99,017-50.4% | $86,587-43.3% | $147,585-66.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.80% | 1312.37%-1288.6pp | 964.86%-941.1pp | 578.56%-554.8pp |
| Employer contribution / active EE | $2,053 | $3,132-34.5% | $2,839-27.7% | $4,876-57.9% |
| Participant deferral / active EE | $13,571 | $3,972+241.7% | $3,609+276.1% | $5,439+149.5% |
| Admin fee / account holder | $1,989 | $5,710-65.2% | $4,906-59.5% | $10,885-81.7% |