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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 | $50,248 | $102,663-51.1% | $86,216-41.7% | $139,466-64.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.71% | 1924.52%-1912.8pp | 1169.42%-1157.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $4,203 | $3,035+38.5% | $2,382+76.5% | $4,754-11.6% |
| Participant deferral / active EE | $15,271 | $4,677+226.5% | $3,986+283.1% | $6,712+127.5% |
| Admin fee / account holder | $16,854 | $8,663+94.6% | $6,853+145.9% | $11,409+47.7% |