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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 | $90,052 | $176,688-49.0% | $130,660-31.1% | $152,897-41.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 15.83% | 2693.08%-2677.3pp | 1709.29%-1693.5pp | 345.43%-329.6pp |
| Employer contribution / active EE | $2,530 | $5,743-56.0% | $4,092-38.2% | $4,764-46.9% |
| Participant deferral / active EE | $7,192 | $4,362+64.9% | $3,603+99.6% | $5,851+22.9% |
| Admin fee / account holder | $4,807 | $7,131-32.6% | $5,463-12.0% | $11,599-58.6% |