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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 | $59,223 | $102,663-42.3% | $86,216-31.3% | $139,466-57.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.87% | 1924.52%-1910.6pp | 1169.42%-1155.5pp | 373.66%-359.8pp |
| Employer contribution / active EE | $8,625 | $3,035+184.2% | $2,382+262.2% | $4,754+81.4% |
| Participant deferral / active EE | $9,662 | $4,677+106.6% | $3,986+142.4% | $6,712+43.9% |
| Admin fee / account holder | $10,648 | $8,663+22.9% | $6,853+55.4% | $11,409-6.7% |