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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 | $50,903 | $81,668-37.7% | $58,507-13.0% | $139,487-63.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.27% | 7430.07%-7414.8pp | 4252.32%-4237.1pp | 373.84%-358.6pp |
| Employer contribution / active EE | $2,397 | $1,398+71.5% | $1,053+127.6% | $4,755-49.6% |
| Participant deferral / active EE | $12,638 | $2,554+394.9% | $1,922+557.4% | $6,713+88.3% |
| Admin fee / account holder | $22,741 | $3,212+607.9% | $2,486+814.7% | $11,407+99.4% |