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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 | $100,895-77.6% | $90,430-75.1% | $158,950-85.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.11% | 1725.54%-1704.4pp | 1293.73%-1272.6pp | 302.91%-281.8pp |
| Employer contribution / active EE | $8,892 | $3,689+141.1% | $3,262+172.6% | $4,762+86.7% |
| Participant deferral / active EE | $18,096 | $4,347+316.3% | $3,963+356.7% | $5,983+202.5% |
| Admin fee / account holder | $32,292 | $6,505+396.4% | $5,613+475.3% | $11,248+187.1% |