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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 | $115,069 | $84,685+35.9% | $73,836+55.8% | $125,389-8.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.45% | 3123.80%-3122.4pp | 2268.06%-2266.6pp | 282.24%-280.8pp |
| Employer contribution / active EE | $9,620 | $3,123+208.0% | $2,787+245.1% | $4,866+97.7% |
| Participant deferral / active EE | $4,915 | $3,993+23.1% | $3,583+37.2% | $5,352-8.2% |
| Admin fee / account holder | $962 | $5,694-83.1% | $4,882-80.3% | $9,541-89.9% |