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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 | $30,859 | $68,097-54.7% | $62,929-51.0% | $137,256-77.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.22% | 1859.11%-1838.9pp | 1063.93%-1043.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $5,751 | $2,811+104.6% | $2,505+129.6% | $4,156+38.4% |
| Participant deferral / active EE | $3,762 | $4,553-17.4% | $3,888-3.2% | $6,407-41.3% |
| Admin fee / account holder | $761 | $6,521-88.3% | $5,065-85.0% | $12,270-93.8% |