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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 | $42,964 | $104,513-58.9% | $76,824-44.1% | $152,870-71.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 10.77% | 1013.70%-1002.9pp | 1166.26%-1155.5pp | 345.34%-334.6pp |
| Employer contribution / active EE | $1,759 | $3,117-43.6% | $2,302-23.6% | $4,763-63.1% |
| Participant deferral / active EE | $2,854 | $4,236-32.6% | $3,336-14.5% | $5,850-51.2% |
| Admin fee / account holder | $50,179 | $12,279+308.6% | $6,421+681.5% | $11,597+332.7% |