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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 | $21,163 | $84,713-75.0% | $75,717-72.0% | $167,518-87.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 38.31% | 199.49%-161.2pp | 104.58%-66.3pp | 478.71%-440.4pp |
| Employer contribution / active EE | $1,618 | $3,229-49.9% | $2,743-41.0% | $4,838-66.6% |
| Participant deferral / active EE | $7,599 | $4,578+66.0% | $3,821+98.9% | $6,342+19.8% |
| Admin fee / account holder | $491 | $5,357-90.8% | $3,619-86.4% | $12,312-96.0% |