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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 | $112,659 | $72,426+55.6% | $67,560+66.8% | $145,897-22.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.28% | 7226.78%-7210.5pp | 3533.50%-3517.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,017 | $3,074-66.9% | $2,737-62.8% | $4,663-78.2% |
| Participant deferral / active EE | $4,738 | $4,785-1.0% | $4,004+18.3% | $6,689-29.2% |
| Admin fee / account holder | $1,613 | $5,514-70.7% | $3,994-59.6% | $13,390-88.0% |