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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 | $47,515 | $169,237-71.9% | $129,339-63.3% | $145,978-67.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.39% | 14364.43%-14351.0pp | 9437.05%-9423.7pp | 550.52%-537.1pp |
| Employer contribution / active EE | $4,075 | $5,540-26.4% | $4,154-1.9% | $4,662-12.6% |
| Participant deferral / active EE | $11,316 | $4,991+126.7% | $4,170+171.4% | $6,690+69.2% |
| Admin fee / account holder | $1,717 | $9,882-82.6% | $7,668-77.6% | $13,400-87.2% |