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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 | $85,528 | $169,336-49.5% | $129,384-33.9% | $145,884-41.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.84% | 14408.70%-14396.9pp | 9461.77%-9449.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $52,847 | $5,540+853.9% | $4,153+1172.4% | $4,662+1033.5% |
| Participant deferral / active EE | $23,000 | $4,985+361.4% | $4,166+452.1% | $6,690+243.8% |
| Admin fee / account holder | $438 | $9,912-95.6% | $7,686-94.3% | $13,392-96.7% |