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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 | $53,440 | $102,663-47.9% | $86,216-38.0% | $139,466-61.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.77% | 1924.52%-1910.7pp | 1169.42%-1155.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $5,540 | $3,035+82.6% | $2,382+132.6% | $4,754+16.5% |
| Participant deferral / active EE | $3,771 | $4,677-19.4% | $3,986-5.4% | $6,712-43.8% |
| Admin fee / account holder | $471 | $8,663-94.6% | $6,853-93.1% | $11,409-95.9% |