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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 | $84,856 | $109,905-22.8% | $98,506-13.9% | $167,553-49.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.07% | 1960.20%-1944.1pp | 1494.92%-1478.9pp | 478.89%-462.8pp |
| Employer contribution / active EE | $5,770 | $3,226+78.9% | $2,961+94.8% | $4,840+19.2% |
| Participant deferral / active EE | $6,139 | $4,674+31.4% | $4,277+43.5% | $6,343-3.2% |
| Admin fee / account holder | $864 | $6,760-87.2% | $5,955-85.5% | $12,316-93.0% |