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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 | $24,469 | $60,139-59.3% | $90,461-73.0% | $79,856-69.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.35% | 71.96%-60.6pp | 1294.76%-1283.4pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,319 | $2,069-36.2% | $3,264-59.6% | $2,471-46.6% |
| Participant deferral / active EE | $1,907 | $2,939-35.1% | $3,964-51.9% | $3,741-49.0% |
| Admin fee / account holder | $920 | $3,978-76.9% | $5,617-83.6% | $5,306-82.7% |