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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 | $39,123 | $73,546-46.8% | $63,018-37.9% | $147,586-73.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.17% | 175.56%-160.4pp | 87.62%-72.5pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,437 | $3,324-56.8% | $2,761-47.9% | $4,876-70.5% |
| Participant deferral / active EE | $5,550 | $4,185+32.6% | $3,330+66.7% | $5,439+2.1% |
| Admin fee / account holder | $888 | $5,956-85.1% | $3,601-75.3% | $10,886-91.8% |