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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 | $14,226 | $169,356-91.6% | $129,406-89.0% | $145,897-90.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 54.40% | 14418.62%-14364.2pp | 9468.18%-9413.8pp | 552.29%-497.9pp |
| Employer contribution / active EE | $1,810 | $5,542-67.3% | $4,155-56.4% | $4,663-61.2% |
| Participant deferral / active EE | $3,693 | $4,987-25.9% | $4,167-11.4% | $6,689-44.8% |
| Admin fee / account holder | $1,454 | $9,915-85.3% | $7,689-81.1% | $13,390-89.1% |