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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 | $59,036 | $72,396-18.5% | $67,511-12.6% | $145,959-59.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.29% | 7194.07%-7176.8pp | 3517.41%-3500.1pp | 561.95%-544.7pp |
| Employer contribution / active EE | $1,659 | $3,071-46.0% | $2,733-39.3% | $4,661-64.4% |
| Participant deferral / active EE | $3,459 | $4,781-27.7% | $4,000-13.5% | $6,689-48.3% |
| Admin fee / account holder | $784 | $5,538-85.9% | $3,999-80.4% | $13,398-94.2% |