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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 | $20,044 | $109,872-81.8% | $98,483-79.6% | $167,536-88.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.79% | 1959.31%-1946.5pp | 1494.38%-1481.6pp | 478.82%-466.0pp |
| Employer contribution / active EE | $3,666 | $3,225+13.7% | $2,961+23.8% | $4,839-24.2% |
| Participant deferral / active EE | $7,660 | $4,673+63.9% | $4,276+79.1% | $6,342+20.8% |
| Admin fee / account holder | $3,211 | $6,757-52.5% | $5,953-46.1% | $12,315-73.9% |