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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 | $58,935 | $96,123-38.7% | $77,361-23.8% | $198,609-70.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 13.42% | 2054.81%-2041.4pp | 1011.54%-998.1pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,127 | $3,791-43.9% | $2,990-28.9% | $5,055-57.9% |
| Participant deferral / active EE | $8,313 | $4,975+67.1% | $3,911+112.5% | $6,977+19.1% |
| Admin fee / account holder | $390 | $9,471-95.9% | $5,894-93.4% | $19,030-98.0% |