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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 | $50,117 | $109,872-54.4% | $98,483-49.1% | $167,536-70.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.00% | 1959.31%-1944.3pp | 1494.38%-1479.4pp | 478.82%-463.8pp |
| Employer contribution / active EE | $6,518 | $3,225+102.1% | $2,961+120.2% | $4,839+34.7% |
| Participant deferral / active EE | $1,997 | $4,673-57.3% | $4,276-53.3% | $6,342-68.5% |
| Admin fee / account holder | $2,269 | $6,757-66.4% | $5,953-61.9% | $12,315-81.6% |