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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 | $64,500 | $76,368-15.5% | $67,681-4.7% | $154,746-58.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.97% | 1066.77%-1053.8pp | 590.58%-577.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,092 | $3,151-65.3% | $2,678-59.2% | $4,379-75.1% |
| Participant deferral / active EE | $6,920 | $4,824+43.5% | $3,976+74.1% | $6,730+2.8% |
| Admin fee / account holder | $792 | $8,559-90.8% | $6,100-87.0% | $14,365-94.5% |