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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 | $35,170 | $76,522-54.0% | $56,033-37.2% | $145,884-75.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.21% | 3014.28%-3005.1pp | 1711.38%-1702.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $11,588 | $1,382+738.3% | $1,041+1013.3% | $4,662+148.6% |
| Participant deferral / active EE | $6,818 | $2,624+159.8% | $1,954+248.9% | $6,690+1.9% |
| Admin fee / account holder | $589 | $3,328-82.3% | $2,827-79.2% | $13,392-95.6% |