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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 | $7,443 | $72,446-89.7% | $67,561-89.0% | $145,877-94.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 30.88% | 7211.98%-7181.1pp | 3525.44%-3494.6pp | 551.28%-520.4pp |
| Employer contribution / active EE | $3,579 | $3,072+16.5% | $2,735+30.9% | $4,663-23.3% |
| Participant deferral / active EE | $4,426 | $4,785-7.5% | $4,003+10.6% | $6,691-33.8% |
| Admin fee / account holder | $2,566 | $5,541-53.7% | $4,006-36.0% | $13,402-80.9% |