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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 | $44,348 | $109,905-59.6% | $98,506-55.0% | $167,553-73.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.63% | 1960.20%-1930.6pp | 1494.92%-1465.3pp | 478.89%-449.3pp |
| Employer contribution / active EE | $2,060 | $3,226-36.1% | $2,961-30.4% | $4,840-57.4% |
| Participant deferral / active EE | $8,856 | $4,674+89.5% | $4,277+107.1% | $6,343+39.6% |
| Admin fee / account holder | $1,700 | $6,760-74.8% | $5,955-71.4% | $12,316-86.2% |