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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 | $66,295 | $109,905-39.7% | $98,506-32.7% | $167,553-60.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.95% | 1960.20%-1946.3pp | 1494.92%-1481.0pp | 478.89%-464.9pp |
| Employer contribution / active EE | $4,165 | $3,226+29.1% | $2,961+40.7% | $4,840-13.9% |
| Participant deferral / active EE | $3,572 | $4,674-23.6% | $4,277-16.5% | $6,343-43.7% |
| Admin fee / account holder | $13,020 | $6,760+92.6% | $5,955+118.7% | $12,316+5.7% |