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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 | $19,851 | $67,823-70.7% | $52,425-62.1% | $137,256-85.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 95.81% | 219.11%-123.3pp | 302.12%-206.3pp | 220.34%-124.5pp |
| Employer contribution / active EE | $392 | $1,163-66.3% | $914-57.2% | $4,156-90.6% |
| Participant deferral / active EE | $1,567 | $2,288-31.5% | $1,790-12.5% | $6,407-75.5% |
| Admin fee / account holder | $4,763 | $2,844+67.5% | $2,495+90.9% | $12,270-61.2% |