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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 | $65,965 | $176,688-62.7% | $130,660-49.5% | $152,897-56.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.69% | 2693.08%-2671.4pp | 1709.29%-1687.6pp | 345.43%-323.7pp |
| Employer contribution / active EE | $4,910 | $5,743-14.5% | $4,092+20.0% | $4,764+3.1% |
| Participant deferral / active EE | $4,887 | $4,362+12.0% | $3,603+35.6% | $5,851-16.5% |
| Admin fee / account holder | $1,929 | $7,131-72.9% | $5,463-64.7% | $11,599-83.4% |