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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 | $17,459 | $72,465-75.9% | $67,575-74.2% | $145,884-88.0% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 12.76% | 7222.56%-7209.8pp | 3528.98%-3516.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,394 | $3,074-54.6% | $2,736-49.0% | $4,662-70.1% |
| Participant deferral / active EE | $6,798 | $4,786+42.1% | $4,003+69.8% | $6,690+1.6% |
| Admin fee / account holder | $117,779 | $5,515+2035.5% | $3,993+2849.7% | $13,392+779.5% |