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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 | $81,669 | $70,587+15.7% | $124,694-34.5% | $85,851-4.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 15.11% | 20688.83%-20673.7pp | 5144.82%-5129.7pp | 318.63%-303.5pp |
| Employer contribution / active EE | $5,050 | $1,913+163.9% | $3,325+51.9% | $2,565+96.8% |
| Participant deferral / active EE | $8,406 | $2,969+183.2% | $4,615+82.1% | $3,952+112.7% |
| Admin fee / account holder | $1,786 | $5,282-66.2% | $7,495-76.2% | $6,261-71.5% |