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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 | $169,336-94.4% | $129,384-92.7% | $145,884-93.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.71% | 14408.70%-14395.0pp | 9461.77%-9448.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $4,589 | $5,540-17.2% | $4,153+10.5% | $4,662-1.6% |
| Participant deferral / active EE | $5,083 | $4,985+2.0% | $4,166+22.0% | $6,690-24.0% |
| Admin fee / account holder | $55,847 | $9,912+463.4% | $7,686+626.6% | $13,392+317.0% |