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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 | $79,709 | $185,225-57.0% | $142,898-44.2% | $167,536-52.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 17.71% | 8558.12%-8540.4pp | 5639.64%-5621.9pp | 478.82%-461.1pp |
| Employer contribution / active EE | $3,295 | $5,607-41.2% | $4,146-20.5% | $4,839-31.9% |
| Participant deferral / active EE | $11,688 | $4,496+160.0% | $3,838+204.5% | $6,342+84.3% |
| Admin fee / account holder | $18,952 | $8,032+136.0% | $6,560+188.9% | $12,315+53.9% |