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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 | $63,642 | $102,696-38.0% | $86,235-26.2% | $139,487-54.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.37% | 1925.91%-1908.5pp | 1170.03%-1152.7pp | 373.84%-356.5pp |
| Employer contribution / active EE | $11,853 | $3,034+290.7% | $2,381+397.8% | $4,755+149.3% |
| Participant deferral / active EE | $7,123 | $4,679+52.2% | $3,987+78.7% | $6,713+6.1% |
| Admin fee / account holder | $610 | $8,667-93.0% | $6,856-91.1% | $11,407-94.6% |