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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 | $85,528 | $169,237-49.5% | $129,339-33.9% | $145,978-41.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.84% | 14364.43%-14352.6pp | 9437.05%-9425.2pp | 550.52%-538.7pp |
| Employer contribution / active EE | $52,847 | $5,540+853.8% | $4,154+1172.1% | $4,662+1033.6% |
| Participant deferral / active EE | $23,000 | $4,991+360.8% | $4,170+451.6% | $6,690+243.8% |
| Admin fee / account holder | $438 | $9,882-95.6% | $7,668-94.3% | $13,400-96.7% |