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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 | $53,414 | $109,905-51.4% | $98,506-45.8% | $167,553-68.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.66% | 1960.20%-1949.5pp | 1494.92%-1484.3pp | 478.89%-468.2pp |
| Employer contribution / active EE | $7,617 | $3,226+136.1% | $2,961+157.2% | $4,840+57.4% |
| Participant deferral / active EE | $13,106 | $4,674+180.4% | $4,277+206.4% | $6,343+106.6% |
| Admin fee / account holder | $1,002 | $6,760-85.2% | $5,955-83.2% | $12,316-91.9% |