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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 | $54,436 | $100,895-46.0% | $90,430-39.8% | $158,950-65.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.12% | 1725.54%-1708.4pp | 1293.73%-1276.6pp | 302.91%-285.8pp |
| Employer contribution / active EE | $8,100 | $3,689+119.6% | $3,262+148.3% | $4,762+70.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,060 | $6,505-83.7% | $5,613-81.1% | $11,248-90.6% |