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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 | $84,691 | $185,225-54.3% | $142,898-40.7% | $167,553-49.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.66% | 8558.12%-8545.5pp | 5639.64%-5627.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $2,195 | $5,607-60.9% | $4,146-47.1% | $4,840-54.6% |
| Participant deferral / active EE | $5,630 | $4,496+25.2% | $3,838+46.7% | $6,343-11.2% |
| Admin fee / account holder | $27,784 | $8,032+245.9% | $6,560+323.5% | $12,316+125.6% |