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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 | $54,148 | $109,872-50.7% | $98,483-45.0% | $167,536-67.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.18% | 1959.31%-1945.1pp | 1494.38%-1480.2pp | 478.82%-464.6pp |
| Employer contribution / active EE | $5,528 | $3,225+71.4% | $2,961+86.7% | $4,839+14.2% |
| Participant deferral / active EE | $1,458 | $4,673-68.8% | $4,276-65.9% | $6,342-77.0% |
| Admin fee / account holder | $722 | $6,757-89.3% | $5,953-87.9% | $12,315-94.1% |