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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 | $52,249 | $109,905-52.5% | $98,506-47.0% | $167,553-68.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.06% | 1960.20%-1944.1pp | 1494.92%-1478.9pp | 478.89%-462.8pp |
| Employer contribution / active EE | $3,575 | $3,226+10.8% | $2,961+20.7% | $4,840-26.1% |
| Participant deferral / active EE | $3,575 | $4,674-23.5% | $4,277-16.4% | $6,343-43.6% |
| Admin fee / account holder | $363 | $6,760-94.6% | $5,955-93.9% | $12,316-97.1% |