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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 | $36,266 | $109,905-67.0% | $98,506-63.2% | $167,553-78.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.29% | 1960.20%-1944.9pp | 1494.92%-1479.6pp | 478.89%-463.6pp |
| Employer contribution / active EE | $1,807 | $3,226-44.0% | $2,961-39.0% | $4,840-62.7% |
| Participant deferral / active EE | $5,931 | $4,674+26.9% | $4,277+38.7% | $6,343-6.5% |
| Admin fee / account holder | $1,137 | $6,760-83.2% | $5,955-80.9% | $12,316-90.8% |