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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 | $12,255 | $169,356-92.8% | $129,406-90.5% | $145,897-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.72% | 14418.62%-14397.9pp | 9468.18%-9447.5pp | 552.29%-531.6pp |
| Employer contribution / active EE | $4,864 | $5,542-12.2% | $4,155+17.1% | $4,663+4.3% |
| Participant deferral / active EE | $10,209 | $4,987+104.7% | $4,167+145.0% | $6,689+52.6% |
| Admin fee / account holder | $19,611 | $9,915+97.8% | $7,689+155.1% | $13,390+46.5% |