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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 | $27,189 | $68,097-60.1% | $62,929-56.8% | $137,256-80.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.52% | 1859.11%-1838.6pp | 1063.93%-1043.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,656 | $2,811+30.0% | $2,505+46.0% | $4,156-12.0% |
| Participant deferral / active EE | $10,078 | $4,553+121.4% | $3,888+159.2% | $6,407+57.3% |
| Admin fee / account holder | $369 | $6,521-94.3% | $5,065-92.7% | $12,270-97.0% |