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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 | $39,632 | $73,518-46.1% | $63,005-37.1% | $147,585-73.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.87% | 175.46%-161.6pp | 87.59%-73.7pp | 578.58%-564.7pp |
| Employer contribution / active EE | $2,439 | $3,322-26.6% | $2,760-11.6% | $4,876-50.0% |
| Participant deferral / active EE | $2,971 | $4,183-29.0% | $3,329-10.8% | $5,439-45.4% |
| Admin fee / account holder | $578 | $5,952-90.3% | $3,599-83.9% | $10,886-94.7% |