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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 | $113,960 | $176,688-35.5% | $130,660-12.8% | $152,909-25.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 17.95% | 2693.08%-2675.1pp | 1709.29%-1691.3pp | 345.46%-327.5pp |
| Employer contribution / active EE | $2,794 | $5,743-51.4% | $4,092-31.7% | $4,764-41.4% |
| Participant deferral / active EE | $2,525 | $4,362-42.1% | $3,603-29.9% | $5,851-56.8% |
| Admin fee / account holder | $3,071 | $7,131-56.9% | $5,463-43.8% | $11,601-73.5% |