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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 | $53,744 | $72,426-25.8% | $67,560-20.4% | $145,897-63.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.38% | 7226.78%-7214.4pp | 3533.50%-3521.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,902 | $3,074-5.6% | $2,737+6.0% | $4,663-37.8% |
| Participant deferral / active EE | $1,500 | $4,785-68.7% | $4,004-62.5% | $6,689-77.6% |
| Admin fee / account holder | $27,813 | $5,514+404.4% | $3,994+596.4% | $13,390+107.7% |