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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 | $44,566 | $104,544-57.4% | $76,657-41.9% | $152,897-70.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 19.07% | 1014.36%-995.3pp | 1166.74%-1147.7pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,768 | $3,118-43.3% | $2,303-23.2% | $4,764-62.9% |
| Participant deferral / active EE | $5,776 | $4,236+36.4% | $3,335+73.2% | $5,851-1.3% |
| Admin fee / account holder | $589 | $12,286-95.2% | $6,423-90.8% | $11,599-94.9% |