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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 | $83,449 | $169,336-50.7% | $129,384-35.5% | $145,884-42.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.19% | 14408.70%-14391.5pp | 9461.77%-9444.6pp | 551.85%-534.7pp |
| Employer contribution / active EE | $22,917 | $5,540+313.7% | $4,153+451.8% | $4,662+391.5% |
| Participant deferral / active EE | $28,417 | $4,985+470.0% | $4,166+582.2% | $6,690+324.8% |
| Admin fee / account holder | $618 | $9,912-93.8% | $7,686-92.0% | $13,392-95.4% |