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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 | $39,747 | $73,546-46.0% | $63,018-36.9% | $147,586-73.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.42% | 175.56%-164.1pp | 87.62%-76.2pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,385 | $3,324-58.3% | $2,761-49.8% | $4,876-71.6% |
| Participant deferral / active EE | $5,170 | $4,185+23.5% | $3,330+55.3% | $5,439-4.9% |
| Admin fee / account holder | $735 | $5,956-87.7% | $3,601-79.6% | $10,886-93.2% |