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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 | $79,530 | $109,905-27.6% | $98,506-19.3% | $167,553-52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.81% | 1960.20%-1950.4pp | 1494.92%-1485.1pp | 478.89%-469.1pp |
| Employer contribution / active EE | $3,367 | $3,226+4.4% | $2,961+13.7% | $4,840-30.4% |
| Participant deferral / active EE | $3,017 | $4,674-35.5% | $4,277-29.5% | $6,343-52.4% |
| Admin fee / account holder | $5,000 | $6,760-26.0% | $5,955-16.0% | $12,316-59.4% |