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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 | $51,168 | $176,688-71.0% | $130,660-60.8% | $152,897-66.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 20.90% | 2693.08%-2672.2pp | 1709.29%-1688.4pp | 345.43%-324.5pp |
| Employer contribution / active EE | $11,748 | $5,743+104.6% | $4,092+187.1% | $4,764+146.6% |
| Participant deferral / active EE | $8,912 | $4,362+104.3% | $3,603+147.3% | $5,851+52.3% |
| Admin fee / account holder | $843 | $7,131-88.2% | $5,463-84.6% | $11,599-92.7% |