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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 | $37,073 | $58,391-36.5% | $76,667-51.6% | $72,976-49.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 19.73% | 2306.65%-2286.9pp | 1166.74%-1147.0pp | 81.02%-61.3pp |
| Employer contribution / active EE | $1,972 | $1,787+10.4% | $2,303-14.4% | $2,440-19.2% |
| Participant deferral / active EE | $3,593 | $2,690+33.6% | $3,336+7.7% | $3,608-0.4% |
| Admin fee / account holder | $2,199 | $4,014-45.2% | $6,423-65.8% | $5,124-57.1% |