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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 | $72,579 | $176,688-58.9% | $130,660-44.5% | $152,885-52.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 8.32% | 2693.08%-2684.8pp | 1709.29%-1701.0pp | 345.39%-337.1pp |
| Employer contribution / active EE | $2,810 | $5,743-51.1% | $4,092-31.3% | $4,763-41.0% |
| Participant deferral / active EE | $6,596 | $4,362+51.2% | $3,603+83.1% | $5,851+12.7% |
| Admin fee / account holder | $751 | $7,131-89.5% | $5,463-86.2% | $11,598-93.5% |