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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 | $56,422 | $100,911-44.1% | $90,440-37.6% | $158,966-64.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.11% | 1726.62%-1710.5pp | 1294.38%-1278.3pp | 302.95%-286.8pp |
| Employer contribution / active EE | $5,380 | $3,690+45.8% | $3,263+64.9% | $4,762+13.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $441 | $6,507-93.2% | $5,615-92.2% | $11,250-96.1% |