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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 | $49,878 | $100,938-50.6% | $90,461-44.9% | $158,982-68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.66% | 1727.20%-1720.5pp | 1294.76%-1288.1pp | 302.99%-296.3pp |
| Employer contribution / active EE | $7,829 | $3,691+112.1% | $3,264+139.9% | $4,763+64.4% |
| Participant deferral / active EE | $7,829 | $4,350+80.0% | $3,964+97.5% | $5,983+30.8% |
| Admin fee / account holder | $14,481 | $6,510+122.5% | $5,617+157.8% | $11,252+28.7% |