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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 | $48,764 | $73,518-33.7% | $63,005-22.6% | $147,585-67.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.69% | 175.46%-157.8pp | 87.59%-69.9pp | 578.58%-560.9pp |
| Employer contribution / active EE | $2,219 | $3,322-33.2% | $2,760-19.6% | $4,876-54.5% |
| Participant deferral / active EE | $1,987 | $4,183-52.5% | $3,329-40.3% | $5,439-63.5% |
| Admin fee / account holder | $472 | $5,952-92.1% | $3,599-86.9% | $10,886-95.7% |