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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 | $56,589 | $76,522-26.0% | $56,033+1.0% | $145,884-61.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.14% | 3014.28%-3002.1pp | 1711.38%-1699.2pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,784 | $1,382+173.8% | $1,041+263.6% | $4,662-18.8% |
| Participant deferral / active EE | $13,561 | $2,624+416.8% | $1,954+594.0% | $6,690+102.7% |
| Admin fee / account holder | $811 | $3,328-75.6% | $2,827-71.3% | $13,392-93.9% |