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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 | $49,391 | $109,905-55.1% | $98,506-49.9% | $167,553-70.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.41% | 1960.20%-1946.8pp | 1494.92%-1481.5pp | 478.89%-465.5pp |
| Employer contribution / active EE | $1,873 | $3,226-42.0% | $2,961-36.8% | $4,840-61.3% |
| Participant deferral / active EE | $3,979 | $4,674-14.9% | $4,277-7.0% | $6,343-37.3% |
| Admin fee / account holder | $7,022 | $6,760+3.9% | $5,955+17.9% | $12,316-43.0% |