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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 | $29,580 | $102,696-71.2% | $86,235-65.7% | $139,487-78.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.70% | 1925.91%-1908.2pp | 1170.03%-1152.3pp | 373.84%-356.1pp |
| Employer contribution / active EE | $11,449 | $3,034+277.4% | $2,381+380.8% | $4,755+140.8% |
| Participant deferral / active EE | $5,074 | $4,679+8.4% | $3,987+27.3% | $6,713-24.4% |
| Admin fee / account holder | $735 | $8,667-91.5% | $6,856-89.3% | $11,407-93.6% |