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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 | $80,066 | $82,630-3.1% | $64,105+24.9% | $125,389-36.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 3.26% | 1489.72%-1486.5pp | 791.24%-788.0pp | 282.24%-279.0pp |
| Employer contribution / active EE | $20,432 | $2,671+664.9% | $1,820+1022.7% | $4,866+319.9% |
| Participant deferral / active EE | $7,500 | $3,608+107.8% | $2,822+165.8% | $5,352+40.1% |
| Admin fee / account holder | $474 | $6,382-92.6% | $4,499-89.5% | $9,541-95.0% |