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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 | $109,905-55.4% | $98,506-50.2% | $167,553-70.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.58% | 1960.20%-1936.6pp | 1494.92%-1471.3pp | 478.89%-455.3pp |
| Employer contribution / active EE | $1,462 | $3,226-54.7% | $2,961-50.6% | $4,840-69.8% |
| Participant deferral / active EE | $2,792 | $4,674-40.3% | $4,277-34.7% | $6,343-56.0% |
| Admin fee / account holder | $735 | $6,760-89.1% | $5,955-87.7% | $12,316-94.0% |