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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 | $149,453 | $176,688-15.4% | $130,660+14.4% | $152,897-2.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 17.15% | 2693.08%-2675.9pp | 1709.29%-1692.1pp | 345.43%-328.3pp |
| Employer contribution / active EE | $1,052 | $5,743-81.7% | $4,092-74.3% | $4,764-77.9% |
| Participant deferral / active EE | $4,301 | $4,362-1.4% | $3,603+19.4% | $5,851-26.5% |
| Admin fee / account holder | $1,112 | $7,131-84.4% | $5,463-79.6% | $11,599-90.4% |