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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 | $43,574 | $102,696-57.6% | $86,235-49.5% | $139,487-68.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.04% | 1925.91%-1909.9pp | 1170.03%-1154.0pp | 373.84%-357.8pp |
| Employer contribution / active EE | $11,081 | $3,034+265.2% | $2,381+365.4% | $4,755+133.1% |
| Participant deferral / active EE | $6,613 | $4,679+41.3% | $3,987+65.9% | $6,713-1.5% |
| Admin fee / account holder | $441 | $8,667-94.9% | $6,856-93.6% | $11,407-96.1% |