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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 | $31,496 | $73,546-57.2% | $63,018-50.0% | $147,586-78.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.25% | 175.56%-157.3pp | 87.62%-69.4pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,946 | $3,324-41.5% | $2,761-29.5% | $4,876-60.1% |
| Participant deferral / active EE | $3,265 | $4,185-22.0% | $3,330-1.9% | $5,439-40.0% |
| Admin fee / account holder | $7,228 | $5,956+21.4% | $3,601+100.7% | $10,886-33.6% |