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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 | $32,850 | $102,663-68.0% | $86,216-61.9% | $139,466-76.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.89% | 1924.52%-1903.6pp | 1169.42%-1148.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $3,005 | $3,035-1.0% | $2,382+26.2% | $4,754-36.8% |
| Participant deferral / active EE | $10,486 | $4,677+124.2% | $3,986+163.1% | $6,712+56.2% |
| Admin fee / account holder | $405 | $8,663-95.3% | $6,853-94.1% | $11,409-96.5% |