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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 | $54,681 | $100,938-45.8% | $90,461-39.6% | $158,982-65.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.53% | 1727.20%-1705.7pp | 1294.76%-1273.2pp | 302.99%-281.5pp |
| Employer contribution / active EE | $7,007 | $3,691+89.8% | $3,264+114.7% | $4,763+47.1% |
| Participant deferral / active EE | $7,071 | $4,350+62.6% | $3,964+78.4% | $5,983+18.2% |
| Admin fee / account holder | $589 | $6,510-90.9% | $5,617-89.5% | $11,252-94.8% |