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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 | $47,913 | $102,663-53.3% | $86,216-44.4% | $139,466-65.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.69% | 1924.52%-1907.8pp | 1169.42%-1152.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $5,747 | $3,035+89.4% | $2,382+141.3% | $4,754+20.9% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $901 | $8,663-89.6% | $6,853-86.9% | $11,409-92.1% |