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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 | $41,737 | $68,097-38.7% | $62,929-33.7% | $137,256-69.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.02% | 1859.11%-1843.1pp | 1063.93%-1047.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,548 | $2,811+61.8% | $2,505+81.6% | $4,156+9.4% |
| Participant deferral / active EE | $5,582 | $4,553+22.6% | $3,888+43.6% | $6,407-12.9% |
| Admin fee / account holder | $2,904 | $6,521-55.5% | $5,065-42.7% | $12,270-76.3% |