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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 | $64,131 | $169,336-62.1% | $129,384-50.4% | $145,884-56.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.21% | 14408.70%-14390.5pp | 9461.77%-9443.6pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,250 | $5,540-77.4% | $4,153-69.9% | $4,662-73.2% |
| Participant deferral / active EE | $1,695 | $4,985-66.0% | $4,166-59.3% | $6,690-74.7% |
| Admin fee / account holder | $6,818 | $9,912-31.2% | $7,686-11.3% | $13,392-49.1% |