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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 | $49,032 | $109,830-55.4% | $98,452-50.2% | $167,497-70.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.58% | 1957.04%-1933.5pp | 1492.96%-1469.4pp | 478.62%-455.0pp |
| Employer contribution / active EE | $1,462 | $3,224-54.7% | $2,960-50.6% | $4,838-69.8% |
| Participant deferral / active EE | $2,792 | $4,673-40.2% | $4,276-34.7% | $6,341-56.0% |
| Admin fee / account holder | $735 | $6,751-89.1% | $5,948-87.6% | $12,310-94.0% |