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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 | $47,968 | $73,421-34.7% | $66,439-27.8% | $155,188-69.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.19% | 1382.37%-1367.2pp | 757.66%-742.5pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,632 | $3,039-13.4% | $2,637-0.2% | $4,248-38.0% |
| Participant deferral / active EE | $4,606 | $4,680-1.6% | $3,876+18.8% | $6,531-29.5% |
| Admin fee / account holder | $688 | $8,856-92.2% | $6,173-88.9% | $14,480-95.2% |