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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 | $58,365 | $102,422-43.0% | $147,117-60.3% | $80,959-27.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.03% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,002 | $3,717-73.1% | $4,932-79.7% | $2,757-63.7% |
| Participant deferral / active EE | $9,618 | $6,652+44.6% | $8,065+19.3% | $4,300+123.7% |
| Admin fee / account holder | $786 | $7,953-90.1% | $12,993-93.9% | $6,925-88.6% |