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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 | $38,139 | $73,518-48.1% | $63,003-39.5% | $147,585-74.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.72% | 175.46%-154.7pp | 87.59%-66.9pp | 578.57%-557.9pp |
| Employer contribution / active EE | $1,292 | $3,322-61.1% | $2,760-53.2% | $4,876-73.5% |
| Participant deferral / active EE | $3,597 | $4,183-14.0% | $3,329+8.0% | $5,439-33.9% |
| Admin fee / account holder | $396 | $5,952-93.3% | $3,600-89.0% | $10,885-96.4% |