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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 | $33,978 | $76,608-55.6% | $56,077-39.4% | $145,877-76.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 25.61% | 3009.59%-2984.0pp | 1709.28%-1683.7pp | 551.28%-525.7pp |
| Employer contribution / active EE | $1,084 | $1,382-21.5% | $1,040+4.2% | $4,663-76.8% |
| Participant deferral / active EE | $3,252 | $2,624+23.9% | $1,954+66.4% | $6,691-51.4% |
| Admin fee / account holder | $47,515 | $3,325+1329.0% | $2,825+1582.0% | $13,402+254.5% |