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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 | $52,217 | $102,595-49.1% | $94,057-44.5% | $154,746-66.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.89% | 583.42%-561.5pp | 480.62%-458.7pp | 172.34%-150.5pp |
| Employer contribution / active EE | $4,873 | $3,147+54.8% | $2,933+66.1% | $4,379+11.3% |
| Participant deferral / active EE | $10,237 | $5,118+100.0% | $4,709+117.4% | $6,730+52.1% |
| Admin fee / account holder | $509 | $7,736-93.4% | $7,244-93.0% | $14,365-96.5% |