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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 | $56,974 | $169,237-66.3% | $129,339-56.0% | $145,978-61.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.66% | 14364.43%-14344.8pp | 9437.05%-9417.4pp | 550.52%-530.9pp |
| Employer contribution / active EE | $2,240 | $5,540-59.6% | $4,154-46.1% | $4,662-52.0% |
| Participant deferral / active EE | $3,000 | $4,991-39.9% | $4,170-28.1% | $6,690-55.2% |
| Admin fee / account holder | $766 | $9,882-92.3% | $7,668-90.0% | $13,400-94.3% |