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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 | $37,508 | $68,097-44.9% | $62,929-40.4% | $137,256-72.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.48% | 1859.11%-1846.6pp | 1063.93%-1051.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,694 | $2,811-4.2% | $2,505+7.6% | $4,156-35.2% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,067 | $6,521-83.6% | $5,065-78.9% | $12,270-91.3% |