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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 | $50,107 | $72,446-30.8% | $67,561-25.8% | $145,877-65.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.30% | 7211.98%-7195.7pp | 3525.44%-3509.1pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,740 | $3,072-43.4% | $2,735-36.4% | $4,663-62.7% |
| Participant deferral / active EE | $4,435 | $4,785-7.3% | $4,003+10.8% | $6,691-33.7% |
| Admin fee / account holder | $16,666 | $5,541+200.8% | $4,006+316.1% | $13,402+24.4% |