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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 | $41,648 | $104,577-60.2% | $76,667-45.7% | $152,909-72.8% |
| Participation rate | 70.0% | 76.6%-6.6pp | 72.1%-2.1pp | 82.5%-12.5pp |
| Annual return | 25.12% | 1014.36%-989.2pp | 1166.74%-1141.6pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,825 | $3,119-41.5% | $2,303-20.7% | $4,764-61.7% |
| Participant deferral / active EE | $5,415 | $4,237+27.8% | $3,336+62.3% | $5,851-7.5% |
| Admin fee / account holder | $403 | $12,290-96.7% | $6,423-93.7% | $11,601-96.5% |