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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 | $70,589 | $109,872-35.8% | $98,483-28.3% | $167,536-57.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.74% | 1959.31%-1944.6pp | 1494.38%-1479.6pp | 478.82%-464.1pp |
| Employer contribution / active EE | $3,301 | $3,225+2.4% | $2,961+11.5% | $4,839-31.8% |
| Participant deferral / active EE | $24,600 | $4,673+426.4% | $4,276+475.2% | $6,342+287.9% |
| Admin fee / account holder | $227,781 | $6,757+3270.9% | $5,953+3726.5% | $12,315+1749.7% |