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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 | $30,819 | $102,663-70.0% | $86,216-64.3% | $139,466-77.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.55% | 1924.52%-1908.0pp | 1169.42%-1152.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,434 | $3,035-52.7% | $2,382-39.8% | $4,754-69.8% |
| Participant deferral / active EE | $3,293 | $4,677-29.6% | $3,986-17.4% | $6,712-50.9% |
| Admin fee / account holder | $7,303 | $8,663-15.7% | $6,853+6.6% | $11,409-36.0% |