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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 | $169,361-50.7% | $129,397-35.5% | $145,877-42.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.19% | 14395.54%-14378.4pp | 9453.98%-9436.8pp | 551.28%-534.1pp |
| Employer contribution / active EE | $22,917 | $5,542+313.5% | $4,154+451.6% | $4,663+391.5% |
| Participant deferral / active EE | $28,417 | $4,987+469.8% | $4,167+581.9% | $6,691+324.7% |
| Admin fee / account holder | $618 | $9,903-93.8% | $7,679-91.9% | $13,402-95.4% |