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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 | $70,955 | $109,905-35.4% | $98,506-28.0% | $167,553-57.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.46% | 1960.20%-1950.7pp | 1494.92%-1485.5pp | 478.89%-469.4pp |
| Employer contribution / active EE | $1,077 | $3,226-66.6% | $2,961-63.6% | $4,840-77.7% |
| Participant deferral / active EE | $3,500 | $4,674-25.1% | $4,277-18.2% | $6,343-44.8% |
| Admin fee / account holder | $408 | $6,760-94.0% | $5,955-93.1% | $12,316-96.7% |