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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 | $54,806 | $109,872-50.1% | $98,483-44.3% | $167,536-67.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.91% | 1959.31%-1949.4pp | 1494.38%-1484.5pp | 478.82%-468.9pp |
| Employer contribution / active EE | $8,661 | $3,225+168.5% | $2,961+192.5% | $4,839+79.0% |
| Participant deferral / active EE | $8,661 | $4,673+85.3% | $4,276+102.5% | $6,342+36.6% |
| Admin fee / account holder | $5,790 | $6,757-14.3% | $5,953-2.7% | $12,315-53.0% |