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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 | $25,272 | $72,465-65.1% | $67,575-62.6% | $145,884-82.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 7222.56%-7206.6pp | 3528.98%-3513.1pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,434 | $3,074-20.8% | $2,736-11.0% | $4,662-47.8% |
| Participant deferral / active EE | $2,846 | $4,786-40.5% | $4,003-28.9% | $6,690-57.4% |
| Admin fee / account holder | $1,507 | $5,515-72.7% | $3,993-62.3% | $13,392-88.7% |