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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 | $79,690 | $60,128+32.5% | $90,440-11.9% | $79,852-0.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 44.33% | 71.95%-27.6pp | 1294.38%-1250.1pp | 31.72%+12.6pp |
| Employer contribution / active EE | $884 | $2,068-57.3% | $3,263-72.9% | $2,471-64.2% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $585 | $3,977-85.3% | $5,615-89.6% | $5,306-89.0% |