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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 | $34,238 | $68,097-49.7% | $62,929-45.6% | $137,256-75.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.47% | 1859.11%-1838.6pp | 1063.93%-1043.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,588 | $2,811-7.9% | $2,505+3.3% | $4,156-37.7% |
| Participant deferral / active EE | $4,409 | $4,553-3.1% | $3,888+13.4% | $6,407-31.2% |
| Admin fee / account holder | $524 | $6,521-92.0% | $5,065-89.6% | $12,270-95.7% |