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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 | $36,821 | $45,152-18.5% | $73,836-50.1% | $59,633-38.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 10.44% | 27.40%-17.0pp | 2268.06%-2257.6pp | 2041.45%-2031.0pp |
| Employer contribution / active EE | $3,856 | $1,901+102.8% | $2,787+38.3% | $2,203+75.0% |
| Participant deferral / active EE | $3,950 | $2,573+53.5% | $3,583+10.2% | $3,192+23.8% |
| Admin fee / account holder | $2,687 | $3,515-23.5% | $4,882-45.0% | $4,297-37.5% |