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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 | $56,616 | $72,465-21.9% | $67,575-16.2% | $145,884-61.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.69% | 7222.56%-7205.9pp | 3528.98%-3512.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $4,055 | $3,074+31.9% | $2,736+48.2% | $4,662-13.0% |
| Participant deferral / active EE | $4,093 | $4,786-14.5% | $4,003+2.2% | $6,690-38.8% |
| Admin fee / account holder | $2,259 | $5,515-59.0% | $3,993-43.4% | $13,392-83.1% |