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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 | $58,836 | $176,688-66.7% | $130,660-55.0% | $152,909-61.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 34.50% | 2693.08%-2658.6pp | 1709.29%-1674.8pp | 345.46%-311.0pp |
| Employer contribution / active EE | $1,377 | $5,743-76.0% | $4,092-66.3% | $4,764-71.1% |
| Participant deferral / active EE | $1,377 | $4,362-68.4% | $3,603-61.8% | $5,851-76.5% |
| Admin fee / account holder | $2,984 | $7,131-58.2% | $5,463-45.4% | $11,601-74.3% |