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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 | $122,685 | $185,225-33.8% | $142,898-14.1% | $167,553-26.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 20.39% | 8558.12%-8537.7pp | 5639.64%-5619.3pp | 478.89%-458.5pp |
| Employer contribution / active EE | $2,907 | $5,607-48.1% | $4,146-29.9% | $4,840-39.9% |
| Participant deferral / active EE | $3,750 | $4,496-16.6% | $3,838-2.3% | $6,343-40.9% |
| Admin fee / account holder | $1,411 | $8,032-82.4% | $6,560-78.5% | $12,316-88.5% |