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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 | $38,174 | $72,403-47.3% | $67,524-43.5% | $145,978-73.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.23% | 7197.23%-7182.0pp | 3519.41%-3504.2pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,541 | $3,072-49.8% | $2,734-43.7% | $4,662-67.0% |
| Participant deferral / active EE | $7,508 | $4,782+57.0% | $4,001+87.6% | $6,690+12.2% |
| Admin fee / account holder | $544 | $5,541-90.2% | $4,001-86.4% | $13,400-95.9% |