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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 | $70,958 | $169,361-58.1% | $129,397-45.2% | $145,877-51.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.85% | 14395.54%-14383.7pp | 9453.98%-9442.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $3,067 | $5,542-44.7% | $4,154-26.2% | $4,663-34.2% |
| Participant deferral / active EE | $18,261 | $4,987+266.1% | $4,167+338.2% | $6,691+172.9% |
| Admin fee / account holder | $33,091 | $9,903+234.2% | $7,679+330.9% | $13,402+146.9% |