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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 | $36,230 | $87,546-58.6% | $75,784-52.2% | $125,389-71.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 16338.15% | 13.49%+16324.7pp | 9.68%+16328.5pp | 282.24%+16055.9pp |
| Employer contribution / active EE | $4,492 | $3,930+14.3% | $3,323+35.2% | $4,866-7.7% |
| Participant deferral / active EE | $1,574 | $4,230-62.8% | $3,652-56.9% | $5,352-70.6% |
| Admin fee / account holder | $544 | $6,503-91.6% | $5,300-89.7% | $9,541-94.3% |