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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 | $66,338 | $109,905-39.6% | $98,506-32.7% | $167,553-60.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.03% | 1960.20%-1947.2pp | 1494.92%-1481.9pp | 478.89%-465.9pp |
| Employer contribution / active EE | $4,234 | $3,226+31.2% | $2,961+43.0% | $4,840-12.5% |
| Participant deferral / active EE | $2,673 | $4,674-42.8% | $4,277-37.5% | $6,343-57.9% |
| Admin fee / account holder | $779 | $6,760-88.5% | $5,955-86.9% | $12,316-93.7% |