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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 | $19,610 | $93,064-78.9% | $74,577-73.7% | $273,972-92.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 1569.67% | 26.18%+1543.5pp | 20.47%+1549.2pp | 41.46%+1528.2pp |
| Employer contribution / active EE | $4,984 | $3,160+57.7% | $2,525+97.4% | $4,869+2.4% |
| Participant deferral / active EE | $3,467 | $4,160-16.7% | $3,458+0.3% | $5,287-34.4% |
| Admin fee / account holder | $365 | $5,273-93.1% | $4,138-91.2% | $10,133-96.4% |