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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 | $7,742 | $72,465-89.3% | $67,575-88.5% | $145,884-94.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.51% | 7222.56%-7205.0pp | 3528.98%-3511.5pp | 551.85%-534.3pp |
| Employer contribution / active EE | $3,522 | $3,074+14.6% | $2,736+28.8% | $4,662-24.5% |
| Participant deferral / active EE | $2,413 | $4,786-49.6% | $4,003-39.7% | $6,690-63.9% |
| Admin fee / account holder | $2,566 | $5,515-53.5% | $3,993-35.7% | $13,392-80.8% |