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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 | $56,492 | $109,863-48.6% | $98,477-42.6% | $167,518-66.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.82% | 1958.09%-1945.3pp | 1493.59%-1480.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $8,799 | $3,225+172.8% | $2,961+197.2% | $4,838+81.9% |
| Participant deferral / active EE | $5,579 | $4,673+19.4% | $4,276+30.5% | $6,342-12.0% |
| Admin fee / account holder | $435 | $6,755-93.6% | $5,951-92.7% | $12,312-96.5% |