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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 | $66,999 | $102,624-34.7% | $86,200-22.3% | $139,427-51.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.34% | 1922.69%-1904.3pp | 1168.58%-1150.2pp | 373.27%-354.9pp |
| Employer contribution / active EE | $5,331 | $3,033+75.8% | $2,381+123.9% | $4,752+12.2% |
| Participant deferral / active EE | $3,836 | $4,676-18.0% | $3,986-3.8% | $6,711-42.8% |
| Admin fee / account holder | $970 | $8,658-88.8% | $6,853-85.8% | $11,404-91.5% |