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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 | $67,835 | $102,663-33.9% | $86,216-21.3% | $139,466-51.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.26% | 1924.52%-1903.3pp | 1169.42%-1148.2pp | 373.66%-352.4pp |
| Employer contribution / active EE | $13,836 | $3,035+355.9% | $2,382+481.0% | $4,754+191.0% |
| Participant deferral / active EE | $9,355 | $4,677+100.0% | $3,986+134.7% | $6,712+39.4% |
| Admin fee / account holder | $805 | $8,663-90.7% | $6,853-88.2% | $11,409-92.9% |