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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 | $69,894 | $114,093-38.7% | $96,171-27.3% | $167,536-58.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.88% | 190.00%-174.1pp | 192.04%-176.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $470 | $3,429-86.3% | $2,799-83.2% | $4,839-90.3% |
| Participant deferral / active EE | $13,270 | $5,197+155.4% | $4,350+205.0% | $6,342+109.2% |
| Admin fee / account holder | $600 | $6,899-91.3% | $5,538-89.2% | $12,315-95.1% |