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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 | $71,748 | $96,123-25.4% | $77,361-7.3% | $198,609-63.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 10.67% | 2054.81%-2044.1pp | 1011.54%-1000.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $3,052 | $3,791-19.5% | $2,990+2.1% | $5,055-39.6% |
| Participant deferral / active EE | $6,246 | $4,975+25.6% | $3,911+59.7% | $6,977-10.5% |
| Admin fee / account holder | $2,603 | $9,471-72.5% | $5,894-55.8% | $19,030-86.3% |