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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 | $22,300 | $169,361-86.8% | $129,397-82.8% | $145,877-84.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.29% | 14395.54%-14377.3pp | 9453.98%-9435.7pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,234 | $5,542-59.7% | $4,154-46.2% | $4,663-52.1% |
| Participant deferral / active EE | $5,577 | $4,987+11.8% | $4,167+33.8% | $6,691-16.6% |
| Admin fee / account holder | $4,748 | $9,903-52.1% | $7,679-38.2% | $13,402-64.6% |