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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 | $56,433 | $72,446-22.1% | $67,561-16.5% | $145,877-61.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.15% | 7211.98%-7197.8pp | 3525.44%-3511.3pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,445 | $3,072+12.1% | $2,735+26.0% | $4,663-26.1% |
| Participant deferral / active EE | $3,445 | $4,785-28.0% | $4,003-13.9% | $6,691-48.5% |
| Admin fee / account holder | $1,749 | $5,541-68.4% | $4,006-56.3% | $13,402-87.0% |