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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 | $13,639 | $109,872-87.6% | $98,483-86.2% | $167,536-91.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 39.44% | 1959.31%-1919.9pp | 1494.38%-1454.9pp | 478.82%-439.4pp |
| Employer contribution / active EE | $1,792 | $3,225-44.4% | $2,961-39.5% | $4,839-63.0% |
| Participant deferral / active EE | $3,546 | $4,673-24.1% | $4,276-17.1% | $6,342-44.1% |
| Admin fee / account holder | $1,721 | $6,757-74.5% | $5,953-71.1% | $12,315-86.0% |