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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 | $96,517 | $72,426+33.3% | $67,560+42.9% | $145,897-33.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.63% | 7226.78%-7210.2pp | 3533.50%-3516.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $4,664 | $3,074+51.7% | $2,737+70.4% | $4,6630% |
| Participant deferral / active EE | $1,292 | $4,785-73.0% | $4,004-67.7% | $6,689-80.7% |
| Admin fee / account holder | $5,906 | $5,514+7.1% | $3,994+47.9% | $13,390-55.9% |