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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 | $22,559 | $100,938-77.7% | $90,461-75.1% | $158,982-85.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.11% | 1727.20%-1706.1pp | 1294.76%-1273.7pp | 302.99%-281.9pp |
| Employer contribution / active EE | $8,892 | $3,691+140.9% | $3,264+172.4% | $4,763+86.7% |
| Participant deferral / active EE | $18,096 | $4,350+316.0% | $3,964+356.5% | $5,983+202.4% |
| Admin fee / account holder | $32,292 | $6,510+396.1% | $5,617+474.9% | $11,252+187.0% |