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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 | $66,349 | $176,688-62.4% | $130,660-49.2% | $152,909-56.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.22% | 2693.08%-2670.9pp | 1709.29%-1687.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $8,664 | $5,743+50.9% | $4,092+111.7% | $4,764+81.9% |
| Participant deferral / active EE | $10,744 | $4,362+146.3% | $3,603+198.2% | $5,851+83.6% |
| Admin fee / account holder | $1,282 | $7,131-82.0% | $5,463-76.5% | $11,601-88.9% |