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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 | $40,873 | $90,617-54.9% | $79,476-48.6% | $135,382-69.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.98% | 977.57%-973.6pp | 718.21%-714.2pp | 519.77%-515.8pp |
| Employer contribution / active EE | $1,155 | $3,068-62.4% | $2,800-58.8% | $4,779-75.8% |
| Participant deferral / active EE | $4,103 | $4,050+1.3% | $3,704+10.8% | $5,609-26.8% |
| Admin fee / account holder | $12,366 | $5,907+109.3% | $5,113+141.8% | $10,829+14.2% |