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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 | $30,239 | $72,446-58.3% | $67,561-55.2% | $145,877-79.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.29% | 7211.98%-7193.7pp | 3525.44%-3507.2pp | 551.28%-533.0pp |
| Employer contribution / active EE | $4,511 | $3,072+46.8% | $2,735+64.9% | $4,663-3.3% |
| Participant deferral / active EE | $8,780 | $4,785+83.5% | $4,003+119.3% | $6,691+31.2% |
| Admin fee / account holder | $6,590 | $5,541+18.9% | $4,006+64.5% | $13,402-50.8% |