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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 | $9,452 | $169,361-94.4% | $129,397-92.7% | $145,877-93.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.71% | 14395.54%-14381.8pp | 9453.98%-9440.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,589 | $5,542-17.2% | $4,154+10.5% | $4,663-1.6% |
| Participant deferral / active EE | $5,083 | $4,987+1.9% | $4,167+22.0% | $6,691-24.0% |
| Admin fee / account holder | $55,847 | $9,903+464.0% | $7,679+627.3% | $13,402+316.7% |