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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 | $57,840 | $68,097-15.1% | $62,929-8.1% | $137,256-57.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.52% | 1859.11%-1843.6pp | 1063.93%-1048.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,546 | $2,811+61.7% | $2,505+81.5% | $4,156+9.4% |
| Participant deferral / active EE | $9,733 | $4,553+113.8% | $3,888+150.3% | $6,407+51.9% |
| Admin fee / account holder | $6,083 | $6,521-6.7% | $5,065+20.1% | $12,270-50.4% |