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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 | $21,741 | $109,872-80.2% | $98,483-77.9% | $167,536-87.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.66% | 1959.31%-1941.7pp | 1494.38%-1476.7pp | 478.82%-461.2pp |
| Employer contribution / active EE | $3,616 | $3,225+12.1% | $2,961+22.1% | $4,839-25.3% |
| Participant deferral / active EE | $3,616 | $4,673-22.6% | $4,276-15.4% | $6,342-43.0% |
| Admin fee / account holder | $776 | $6,757-88.5% | $5,953-87.0% | $12,315-93.7% |