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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 | $47,265 | $185,225-74.5% | $142,898-66.9% | $167,536-71.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 14.39% | 8558.12%-8543.7pp | 5639.64%-5625.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,839 | $5,607-67.2% | $4,146-55.6% | $4,839-62.0% |
| Participant deferral / active EE | $2,893 | $4,496-35.7% | $3,838-24.6% | $6,342-54.4% |
| Admin fee / account holder | $5,635 | $8,032-29.8% | $6,560-14.1% | $12,315-54.2% |