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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 | $38,356 | $109,905-65.1% | $98,506-61.1% | $167,553-77.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.43% | 1960.20%-1937.8pp | 1494.92%-1472.5pp | 478.89%-456.5pp |
| Employer contribution / active EE | $3,233 | $3,226+0.2% | $2,961+9.2% | $4,840-33.2% |
| Participant deferral / active EE | $3,233 | $4,674-30.8% | $4,277-24.4% | $6,343-49.0% |
| Admin fee / account holder | $148,018 | $6,760+2089.6% | $5,955+2385.8% | $12,316+1101.8% |