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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 | $66,383 | $176,688-62.4% | $130,660-49.2% | $152,885-56.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 17.23% | 2693.08%-2675.9pp | 1709.29%-1692.1pp | 345.39%-328.2pp |
| Employer contribution / active EE | $1,560 | $5,743-72.8% | $4,092-61.9% | $4,763-67.2% |
| Participant deferral / active EE | $5,061 | $4,362+16.0% | $3,603+40.5% | $5,851-13.5% |
| Admin fee / account holder | $2,333 | $7,131-67.3% | $5,463-57.3% | $11,598-79.9% |