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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 | $17,566 | $72,426-75.7% | $67,560-74.0% | $145,897-88.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.49% | 7226.78%-7212.3pp | 3533.50%-3519.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $5,642 | $3,074+83.5% | $2,737+106.2% | $4,663+21.0% |
| Participant deferral / active EE | $5,404 | $4,785+12.9% | $4,004+35.0% | $6,689-19.2% |
| Admin fee / account holder | $4,229 | $5,514-23.3% | $3,994+5.9% | $13,390-68.4% |