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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 | $36,120 | $109,872-67.1% | $98,483-63.3% | $167,536-78.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.16% | 1959.31%-1947.2pp | 1494.38%-1482.2pp | 478.82%-466.7pp |
| Employer contribution / active EE | $3,780 | $3,225+17.2% | $2,961+27.7% | $4,839-21.9% |
| Participant deferral / active EE | $6,796 | $4,673+45.4% | $4,276+58.9% | $6,342+7.2% |
| Admin fee / account holder | $1,309 | $6,757-80.6% | $5,953-78.0% | $12,315-89.4% |