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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 | $124,276 | $176,688-29.7% | $130,660-4.9% | $152,897-18.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 6.91% | 2693.08%-2686.2pp | 1709.29%-1702.4pp | 345.43%-338.5pp |
| Employer contribution / active EE | $10,560 | $5,743+83.9% | $4,092+158.1% | $4,764+121.7% |
| Participant deferral / active EE | $16,667 | $4,362+282.1% | $3,603+362.6% | $5,851+184.8% |
| Admin fee / account holder | $1,911 | $7,131-73.2% | $5,463-65.0% | $11,599-83.5% |