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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 | $31,650 | $109,905-71.2% | $98,506-67.9% | $167,553-81.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.62% | 1960.20%-1949.6pp | 1494.92%-1484.3pp | 478.89%-468.3pp |
| Employer contribution / active EE | $1,788 | $3,226-44.6% | $2,961-39.6% | $4,840-63.1% |
| Participant deferral / active EE | $2,856 | $4,674-38.9% | $4,277-33.2% | $6,343-55.0% |
| Admin fee / account holder | $1,035 | $6,760-84.7% | $5,955-82.6% | $12,316-91.6% |