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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 | $40,666 | $109,905-63.0% | $98,506-58.7% | $167,553-75.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.07% | 1960.20%-1947.1pp | 1494.92%-1481.9pp | 478.89%-465.8pp |
| Employer contribution / active EE | $653 | $3,226-79.8% | $2,961-77.9% | $4,840-86.5% |
| Participant deferral / active EE | $3,476 | $4,674-25.6% | $4,277-18.7% | $6,343-45.2% |
| Admin fee / account holder | $1,210 | $6,760-82.1% | $5,955-79.7% | $12,316-90.2% |