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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 | $39,634 | $76,519-48.2% | $56,025-29.3% | $145,897-72.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.10% | 3017.03%-3002.9pp | 1712.69%-1698.6pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,626 | $1,383+162.1% | $1,042+248.1% | $4,663-22.2% |
| Participant deferral / active EE | $6,700 | $2,624+155.3% | $1,955+242.8% | $6,689+0.2% |
| Admin fee / account holder | $684 | $3,331-79.5% | $2,828-75.8% | $13,390-94.9% |