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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 | $104,513-71.5% | $76,824-61.3% | $152,870-80.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 12.16% | 1013.70%-1001.5pp | 1166.26%-1154.1pp | 345.34%-333.2pp |
| Employer contribution / active EE | $1,455 | $3,117-53.3% | $2,302-36.8% | $4,763-69.5% |
| Participant deferral / active EE | $2,056 | $4,236-51.5% | $3,336-38.4% | $5,850-64.9% |
| Admin fee / account holder | $9,612 | $12,279-21.7% | $6,421+49.7% | $11,597-17.1% |