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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 | $57,929 | $72,426-20.0% | $67,560-14.3% | $145,897-60.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.08% | 7226.78%-7209.7pp | 3533.50%-3516.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $5,981 | $3,074+94.5% | $2,737+118.5% | $4,663+28.3% |
| Participant deferral / active EE | $11,379 | $4,785+137.8% | $4,004+184.2% | $6,689+70.1% |
| Admin fee / account holder | $19,997 | $5,514+262.7% | $3,994+400.7% | $13,390+49.3% |