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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 | $31,594 | $72,446-56.4% | $67,561-53.2% | $145,877-78.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.91% | 7211.98%-7201.1pp | 3525.44%-3514.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $5,147 | $3,072+67.5% | $2,735+88.2% | $4,663+10.4% |
| Participant deferral / active EE | $6,608 | $4,785+38.1% | $4,003+65.1% | $6,691-1.2% |
| Admin fee / account holder | $315 | $5,541-94.3% | $4,006-92.1% | $13,402-97.6% |