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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 | $30,239 | $72,426-58.2% | $67,560-55.2% | $145,897-79.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.29% | 7226.78%-7208.5pp | 3533.50%-3515.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $4,511 | $3,074+46.7% | $2,737+64.8% | $4,663-3.3% |
| Participant deferral / active EE | $8,780 | $4,785+83.5% | $4,004+119.3% | $6,689+31.2% |
| Admin fee / account holder | $6,590 | $5,514+19.5% | $3,994+65.0% | $13,390-50.8% |