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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 | $49,263 | $185,225-73.4% | $142,898-65.5% | $167,536-70.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.65% | 8558.12%-8545.5pp | 5639.64%-5627.0pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,150 | $5,607-79.5% | $4,146-72.3% | $4,839-76.2% |
| Participant deferral / active EE | $5,653 | $4,496+25.7% | $3,838+47.3% | $6,342-10.9% |
| Admin fee / account holder | $6,969 | $8,032-13.2% | $6,560+6.2% | $12,315-43.4% |