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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 | $55,533 | $72,426-23.3% | $67,560-17.8% | $145,897-61.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.80% | 7226.78%-7213.0pp | 3533.50%-3519.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,635 | $3,074-46.8% | $2,737-40.3% | $4,663-64.9% |
| Participant deferral / active EE | $4,415 | $4,785-7.7% | $4,004+10.3% | $6,689-34.0% |
| Admin fee / account holder | $1,001 | $5,514-81.8% | $3,994-74.9% | $13,390-92.5% |