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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 | $28,007 | $72,426-61.3% | $67,560-58.5% | $145,897-80.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.06% | 7226.78%-7213.7pp | 3533.50%-3520.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,794 | $3,074-9.1% | $2,737+2.1% | $4,663-40.1% |
| Participant deferral / active EE | $8,573 | $4,785+79.2% | $4,004+114.1% | $6,689+28.2% |
| Admin fee / account holder | $3,799 | $5,514-31.1% | $3,994-4.9% | $13,390-71.6% |