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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 | $53,274 | $176,688-69.8% | $130,660-59.2% | $152,897-65.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 20.93% | 2693.08%-2672.2pp | 1709.29%-1688.4pp | 345.43%-324.5pp |
| Employer contribution / active EE | $5,292 | $5,743-7.8% | $4,092+29.3% | $4,764+11.1% |
| Participant deferral / active EE | $1,716 | $4,362-60.7% | $3,603-52.4% | $5,851-70.7% |
| Admin fee / account holder | $1,867 | $7,131-73.8% | $5,463-65.8% | $11,599-83.9% |