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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 | $59,464 | $185,199-67.9% | $142,874-58.4% | $167,518-64.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 7.76% | 8556.90%-8549.1pp | 5638.58%-5630.8pp | 478.71%-471.0pp |
| Employer contribution / active EE | $25,425 | $5,606+353.5% | $4,145+513.4% | $4,838+425.5% |
| Participant deferral / active EE | $4,837 | $4,495+7.6% | $3,838+26.0% | $6,342-23.7% |
| Admin fee / account holder | $4,667 | $8,031-41.9% | $6,561-28.9% | $12,312-62.1% |