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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 | $37,406 | $84,685-55.8% | $73,836-49.3% | $125,389-70.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 6.58% | 3123.80%-3117.2pp | 2268.06%-2261.5pp | 282.24%-275.7pp |
| Employer contribution / active EE | $3,566 | $3,123+14.2% | $2,787+27.9% | $4,866-26.7% |
| Participant deferral / active EE | $7,807 | $3,993+95.5% | $3,583+117.9% | $5,352+45.9% |
| Admin fee / account holder | $4,905 | $5,694-13.9% | $4,882+0.5% | $9,541-48.6% |