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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 | $48,444 | $155,833-68.9% | $124,693-61.1% | $167,518-71.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.02% | 17.98%-4.0pp | 5144.19%-5130.2pp | 478.71%-464.7pp |
| Employer contribution / active EE | $2,014 | $4,164-51.6% | $3,324-39.4% | $4,838-58.4% |
| Participant deferral / active EE | $20,056 | $5,675+253.4% | $4,615+334.6% | $6,342+216.2% |
| Admin fee / account holder | $160,202 | $9,534+1580.4% | $7,494+2037.7% | $12,312+1201.1% |