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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 | $38,630 | $102,696-62.4% | $86,235-55.2% | $139,487-72.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.79% | 1925.91%-1912.1pp | 1170.03%-1156.2pp | 373.84%-360.1pp |
| Employer contribution / active EE | $1,783 | $3,034-41.2% | $2,381-25.1% | $4,755-62.5% |
| Participant deferral / active EE | $1,716 | $4,679-63.3% | $3,987-57.0% | $6,713-74.4% |
| Admin fee / account holder | $5,536 | $8,667-36.1% | $6,856-19.2% | $11,407-51.5% |