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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 | $61,925 | $96,419-35.8% | $80,648-23.2% | $139,487-55.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.28% | 1352.86%-1334.6pp | 937.21%-918.9pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,424 | $3,261-56.3% | $2,724-47.7% | $4,755-70.1% |
| Participant deferral / active EE | $10,170 | $5,225+94.6% | $4,443+128.9% | $6,713+51.5% |
| Admin fee / account holder | $1,598 | $6,605-75.8% | $5,382-70.3% | $11,407-86.0% |