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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 | $25,426 | $202,440-87.4% | $169,390-85.0% | $139,466-81.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 6791.86% | 532.36%+6259.5pp | 406.07%+6385.8pp | 373.66%+6418.2pp |
| Employer contribution / active EE | $2,778 | $4,693-40.8% | $4,013-30.8% | $4,754-41.6% |
| Participant deferral / active EE | $5,557 | $6,940-19.9% | $6,222-10.7% | $6,712-17.2% |
| Admin fee / account holder | $5,061 | $10,722-52.8% | $9,015-43.9% | $11,409-55.6% |