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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 | $33,383 | $73,546-54.6% | $63,018-47.0% | $147,586-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.84% | 175.56%-161.7pp | 87.62%-73.8pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,526 | $3,324-24.0% | $2,761-8.5% | $4,876-48.2% |
| Participant deferral / active EE | $1,049 | $4,185-74.9% | $3,330-68.5% | $5,439-80.7% |
| Admin fee / account holder | $629 | $5,956-89.4% | $3,601-82.5% | $10,886-94.2% |