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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 | $52,937 | $109,872-51.8% | $98,483-46.2% | $167,536-68.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.44% | 1959.31%-1946.9pp | 1494.38%-1481.9pp | 478.82%-466.4pp |
| Employer contribution / active EE | $10,243 | $3,225+217.6% | $2,961+246.0% | $4,839+111.7% |
| Participant deferral / active EE | $6,538 | $4,673+39.9% | $4,276+52.9% | $6,342+3.1% |
| Admin fee / account holder | $2,031 | $6,757-69.9% | $5,953-65.9% | $12,315-83.5% |