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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 | $77,459 | $109,905-29.5% | $98,506-21.4% | $167,553-53.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.20% | 1960.20%-1950.0pp | 1494.92%-1484.7pp | 478.89%-468.7pp |
| Employer contribution / active EE | $7,589 | $3,226+135.3% | $2,961+156.3% | $4,840+56.8% |
| Participant deferral / active EE | $6,044 | $4,674+29.3% | $4,277+41.3% | $6,343-4.7% |
| Admin fee / account holder | $1,777 | $6,760-73.7% | $5,955-70.2% | $12,316-85.6% |