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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 | $47,105 | $169,356-72.2% | $129,406-63.6% | $145,897-67.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.35% | 14418.62%-14397.3pp | 9468.18%-9446.8pp | 552.29%-530.9pp |
| Employer contribution / active EE | $2,980 | $5,542-46.2% | $4,155-28.3% | $4,663-36.1% |
| Participant deferral / active EE | $9,103 | $4,987+82.6% | $4,167+118.5% | $6,689+36.1% |
| Admin fee / account holder | $3,263 | $9,915-67.1% | $7,689-57.6% | $13,390-75.6% |