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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 | $70,992 | $109,863-35.4% | $98,477-27.9% | $167,518-57.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.95% | 1958.09%-1942.1pp | 1493.59%-1477.6pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,552 | $3,225-51.9% | $2,961-47.6% | $4,838-67.9% |
| Participant deferral / active EE | $5,820 | $4,673+24.5% | $4,276+36.1% | $6,342-8.2% |
| Admin fee / account holder | $479 | $6,755-92.9% | $5,951-91.9% | $12,312-96.1% |