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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 | $63,864 | $101,591-37.1% | $147,096-56.6% | $74,429-14.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 18.05% | 8746.45%-8728.4pp | 419.75%-401.7pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $3,947 | $3,813+3.5% | $4,936-20.0% | $2,625+50.4% |
| Participant deferral / active EE | $8,851 | $7,302+21.2% | $8,071+9.7% | $4,348+103.5% |
| Admin fee / account holder | $921 | $1,750-47.4% | $13,005-92.9% | $1,944-52.6% |