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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 | $55,790 | $102,696-45.7% | $86,235-35.3% | $139,487-60.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 37.11% | 1925.91%-1888.8pp | 1170.03%-1132.9pp | 373.84%-336.7pp |
| Employer contribution / active EE | $1,978 | $3,034-34.8% | $2,381-16.9% | $4,755-58.4% |
| Participant deferral / active EE | $2,917 | $4,679-37.6% | $3,987-26.8% | $6,713-56.5% |
| Admin fee / account holder | $461 | $8,667-94.7% | $6,856-93.3% | $11,407-96.0% |