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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 | $39,808 | $76,519-48.0% | $56,025-28.9% | $145,897-72.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 19.41% | 3017.03%-2997.6pp | 1712.69%-1693.3pp | 552.29%-532.9pp |
| Employer contribution / active EE | $2,802 | $1,383+102.6% | $1,042+169.0% | $4,663-39.9% |
| Participant deferral / active EE | $4,010 | $2,624+52.8% | $1,955+105.2% | $6,689-40.1% |
| Admin fee / account holder | $3,951 | $3,331+18.6% | $2,828+39.7% | $13,390-70.5% |