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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 | $63,062 | $185,199-65.9% | $142,874-55.9% | $167,518-62.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.51% | 8556.90%-8541.4pp | 5638.58%-5623.1pp | 478.71%-463.2pp |
| Employer contribution / active EE | $2,254 | $5,606-59.8% | $4,145-45.6% | $4,838-53.4% |
| Participant deferral / active EE | $5,398 | $4,495+20.1% | $3,838+40.7% | $6,342-14.9% |
| Admin fee / account holder | $6,712 | $8,031-16.4% | $6,561+2.3% | $12,312-45.5% |