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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 | $19,536 | $84,685-76.9% | $73,836-73.5% | $125,389-84.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 16.18% | 3123.80%-3107.6pp | 2268.06%-2251.9pp | 282.24%-266.1pp |
| Employer contribution / active EE | $1,200 | $3,123-61.6% | $2,787-56.9% | $4,866-75.3% |
| Participant deferral / active EE | $1,393 | $3,993-65.1% | $3,583-61.1% | $5,352-74.0% |
| Admin fee / account holder | $4,610 | $5,694-19.0% | $4,882-5.6% | $9,541-51.7% |