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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 | $58,935 | $68,097-13.5% | $62,929-6.3% | $137,256-57.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.42% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,127 | $2,811-24.4% | $2,505-15.1% | $4,156-48.8% |
| Participant deferral / active EE | $8,313 | $4,553+82.6% | $3,888+113.8% | $6,407+29.7% |
| Admin fee / account holder | $390 | $6,521-94.0% | $5,065-92.3% | $12,270-96.8% |