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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 | $46,836 | $102,663-54.4% | $86,216-45.7% | $139,466-66.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.81% | 1924.52%-1912.7pp | 1169.42%-1157.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $13,285 | $3,035+337.8% | $2,382+457.8% | $4,754+179.5% |
| Participant deferral / active EE | $6,074 | $4,677+29.8% | $3,986+52.4% | $6,712-9.5% |
| Admin fee / account holder | $620 | $8,663-92.8% | $6,853-90.9% | $11,409-94.6% |