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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 | $53,453 | $109,905-51.4% | $98,506-45.7% | $167,553-68.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.61% | 1960.20%-1945.6pp | 1494.92%-1480.3pp | 478.89%-464.3pp |
| Employer contribution / active EE | $3,508 | $3,226+8.8% | $2,961+18.5% | $4,840-27.5% |
| Participant deferral / active EE | $4,075 | $4,674-12.8% | $4,277-4.7% | $6,343-35.8% |
| Admin fee / account holder | $2,769 | $6,760-59.0% | $5,955-53.5% | $12,316-77.5% |