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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 | $40,124 | $72,426-44.6% | $67,560-40.6% | $145,897-72.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.42% | 7226.78%-7211.4pp | 3533.50%-3518.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $4,339 | $3,074+41.1% | $2,737+58.5% | $4,663-6.9% |
| Participant deferral / active EE | $4,860 | $4,785+1.6% | $4,004+21.4% | $6,689-27.3% |
| Admin fee / account holder | $1,998 | $5,514-63.8% | $3,994-50.0% | $13,390-85.1% |