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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 | $46,246 | $109,872-57.9% | $98,483-53.0% | $167,536-72.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.70% | 1959.31%-1946.6pp | 1494.38%-1481.7pp | 478.82%-466.1pp |
| Employer contribution / active EE | $10,453 | $3,225+224.1% | $2,961+253.0% | $4,839+116.0% |
| Participant deferral / active EE | $1,848 | $4,673-60.5% | $4,276-56.8% | $6,342-70.9% |
| Admin fee / account holder | $4,257 | $6,757-37.0% | $5,953-28.5% | $12,315-65.4% |