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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 | $29,747 | $104,577-71.6% | $76,667-61.2% | $152,909-80.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 12.16% | 1014.36%-1002.2pp | 1166.74%-1154.6pp | 345.46%-333.3pp |
| Employer contribution / active EE | $1,455 | $3,119-53.4% | $2,303-36.8% | $4,764-69.5% |
| Participant deferral / active EE | $2,056 | $4,237-51.5% | $3,336-38.4% | $5,851-64.9% |
| Admin fee / account holder | $9,612 | $12,290-21.8% | $6,423+49.6% | $11,601-17.1% |