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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 | $47,091 | $109,863-57.1% | $98,477-52.2% | $167,518-71.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.08% | 1958.09%-1948.0pp | 1493.59%-1483.5pp | 478.71%-468.6pp |
| Employer contribution / active EE | $2,692 | $3,225-16.5% | $2,961-9.1% | $4,838-44.4% |
| Participant deferral / active EE | $3,492 | $4,673-25.3% | $4,276-18.3% | $6,342-44.9% |
| Admin fee / account holder | $490 | $6,755-92.7% | $5,951-91.8% | $12,312-96.0% |