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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 | $31,528 | $49,199-35.9% | $121,204-74.0% | $75,173-58.1% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.60% | 56.04%-41.4pp | 987.18%-972.6pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,499 | $1,547-3.2% | $4,170-64.1% | $2,671-43.9% |
| Participant deferral / active EE | $1,499 | $2,630-43.0% | $4,083-63.3% | $4,126-63.7% |
| Admin fee / account holder | $760 | $3,946-80.8% | $5,651-86.6% | $5,651-86.6% |