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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 | $41,520 | $68,097-39.0% | $62,929-34.0% | $137,256-69.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.06% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,164 | $2,811-23.0% | $2,505-13.6% | $4,156-47.9% |
| Participant deferral / active EE | $3,148 | $4,553-30.9% | $3,888-19.0% | $6,407-50.9% |
| Admin fee / account holder | $2,102 | $6,521-67.8% | $5,065-58.5% | $12,270-82.9% |