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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 | $58,367 | $72,465-19.5% | $67,575-13.6% | $145,884-60.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.54% | 7222.56%-7210.0pp | 3528.98%-3516.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $3,970 | $3,074+29.2% | $2,736+45.1% | $4,662-14.8% |
| Participant deferral / active EE | $8,226 | $4,786+71.9% | $4,003+105.5% | $6,690+23.0% |
| Admin fee / account holder | $5,240 | $5,515-5.0% | $3,993+31.2% | $13,392-60.9% |