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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 | $76,634-48.3% | $56,054-29.3% | $145,978-72.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.10% | 3004.33%-2990.2pp | 1705.95%-1691.8pp | 550.52%-536.4pp |
| Employer contribution / active EE | $3,626 | $1,380+162.7% | $1,039+249.0% | $4,662-22.2% |
| Participant deferral / active EE | $6,700 | $2,622+155.5% | $1,952+243.2% | $6,690+0.2% |
| Admin fee / account holder | $684 | $3,321-79.4% | $2,822-75.8% | $13,400-94.9% |