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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 | $102,284 | $176,688-42.1% | $130,660-21.7% | $152,909-33.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.11% | 2693.08%-2671.0pp | 1709.29%-1687.2pp | 345.46%-323.4pp |
| Employer contribution / active EE | $11,755 | $5,743+104.7% | $4,092+187.2% | $4,764+146.7% |
| Participant deferral / active EE | $12,314 | $4,362+182.3% | $3,603+241.8% | $5,851+110.5% |
| Admin fee / account holder | $648 | $7,131-90.9% | $5,463-88.1% | $11,601-94.4% |