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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 | $38,368 | $88,778-56.8% | $81,844-53.1% | $145,884-73.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.70% | 1033.03%-1022.3pp | 778.87%-768.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,928 | $3,087-37.5% | $2,916-33.9% | $4,662-58.6% |
| Participant deferral / active EE | $3,129 | $4,648-32.7% | $4,323-27.6% | $6,690-53.2% |
| Admin fee / account holder | $2,459 | $8,430-70.8% | $7,355-66.6% | $13,392-81.6% |