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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 | $41,418 | $73,546-43.7% | $63,018-34.3% | $147,586-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.18% | 175.56%-164.4pp | 87.62%-76.4pp | 578.59%-567.4pp |
| Employer contribution / active EE | $3,210 | $3,324-3.4% | $2,761+16.3% | $4,876-34.2% |
| Participant deferral / active EE | $5,307 | $4,185+26.8% | $3,330+59.4% | $5,439-2.4% |
| Admin fee / account holder | $991 | $5,956-83.4% | $3,601-72.5% | $10,886-90.9% |