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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 | $53,464 | $70,587-24.3% | $124,694-57.1% | $85,851-37.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 16.51% | 20688.83%-20672.3pp | 5144.82%-5128.3pp | 318.63%-302.1pp |
| Employer contribution / active EE | $5,312 | $1,913+177.6% | $3,325+59.8% | $2,565+107.1% |
| Participant deferral / active EE | $9,867 | $2,969+232.4% | $4,615+113.8% | $3,952+149.7% |
| Admin fee / account holder | $4,739 | $5,282-10.3% | $7,495-36.8% | $6,261-24.3% |