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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 | $81,158 | $109,863-26.1% | $98,477-17.6% | $167,518-51.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.98% | 1958.09%-1944.1pp | 1493.59%-1479.6pp | 478.71%-464.7pp |
| Employer contribution / active EE | $1,576 | $3,225-51.1% | $2,961-46.8% | $4,838-67.4% |
| Participant deferral / active EE | $6,673 | $4,673+42.8% | $4,276+56.0% | $6,342+5.2% |
| Admin fee / account holder | $5,835 | $6,755-13.6% | $5,951-1.9% | $12,312-52.6% |