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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 | $62,108 | $96,123-35.4% | $77,361-19.7% | $198,609-68.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 21.78% | 2054.81%-2033.0pp | 1011.54%-989.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $6,373 | $3,791+68.1% | $2,990+113.1% | $5,055+26.1% |
| Participant deferral / active EE | $14,946 | $4,975+200.4% | $3,911+282.1% | $6,977+114.2% |
| Admin fee / account holder | $13,018 | $9,471+37.5% | $5,894+120.9% | $19,030-31.6% |