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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 | $32,066 | $82,630-61.2% | $64,105-50.0% | $125,388-74.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 1.95% | 1489.72%-1487.8pp | 791.24%-789.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,112 | $2,671-58.4% | $1,820-38.9% | $4,866-77.2% |
| Participant deferral / active EE | $2,588 | $3,608-28.3% | $2,822-8.3% | $5,352-51.6% |
| Admin fee / account holder | $711 | $6,382-88.9% | $4,499-84.2% | $9,541-92.6% |