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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 | $65,030 | $109,905-40.8% | $98,506-34.0% | $167,553-61.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.81% | 1960.20%-1937.4pp | 1494.92%-1472.1pp | 478.89%-456.1pp |
| Employer contribution / active EE | $4,365 | $3,226+35.3% | $2,961+47.4% | $4,840-9.8% |
| Participant deferral / active EE | $4,571 | $4,674-2.2% | $4,277+6.9% | $6,343-27.9% |
| Admin fee / account holder | $348 | $6,760-94.8% | $5,955-94.2% | $12,316-97.2% |