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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 | $70,555 | $58,927+19.7% | $76,823-8.2% | $72,983-3.3% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 19.36% | 2305.64%-2286.3pp | 1166.42%-1147.1pp | 81.01%-61.6pp |
| Employer contribution / active EE | $1,110 | $1,787-37.9% | $2,302-51.8% | $2,440-54.5% |
| Participant deferral / active EE | $1,774 | $2,690-34.1% | $3,336-46.8% | $3,608-50.8% |
| Admin fee / account holder | $1,189 | $4,013-70.4% | $6,422-81.5% | $5,124-76.8% |