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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 | $55,490 | $69,774-20.5% | $67,575-17.9% | $74,459-25.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 13.07% | -40.53%+53.6pp | 3528.98%-3515.9pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,013 | $2,710-25.7% | $2,736-26.4% | $2,626-23.3% |
| Participant deferral / active EE | $2,190 | $3,636-39.8% | $4,003-45.3% | $4,350-49.6% |
| Admin fee / account holder | $1,668 | $890+87.5% | $3,993-58.2% | $1,945-14.2% |