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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 | $63,299 | $109,872-42.4% | $98,483-35.7% | $167,536-62.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.87% | 1959.31%-1946.4pp | 1494.38%-1481.5pp | 478.82%-465.9pp |
| Employer contribution / active EE | $3,445 | $3,225+6.8% | $2,961+16.4% | $4,839-28.8% |
| Participant deferral / active EE | $4,075 | $4,673-12.8% | $4,276-4.7% | $6,342-35.7% |
| Admin fee / account holder | $31,180 | $6,757+361.4% | $5,953+423.8% | $12,315+153.2% |