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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 | $77,859 | $107,941-27.9% | $91,994-15.4% | $152,909-49.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 1695.59% | 89.28%+1606.3pp | 69.04%+1626.5pp | 345.46%+1350.1pp |
| Employer contribution / active EE | $1,937 | $4,212-54.0% | $3,453-43.9% | $4,764-59.3% |
| Participant deferral / active EE | $5,652 | $6,366-11.2% | $5,924-4.6% | $5,851-3.4% |
| Admin fee / account holder | $461 | $10,521-95.6% | $7,744-94.0% | $11,601-96.0% |