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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 | $54,128 | $102,696-47.3% | $86,235-37.2% | $139,487-61.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.27% | 1925.91%-1912.6pp | 1170.03%-1156.8pp | 373.84%-360.6pp |
| Employer contribution / active EE | $11,350 | $3,034+274.1% | $2,381+376.7% | $4,755+138.7% |
| Participant deferral / active EE | $8,390 | $4,679+79.3% | $3,987+110.4% | $6,713+25.0% |
| Admin fee / account holder | $2,545 | $8,667-70.6% | $6,856-62.9% | $11,407-77.7% |