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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 | $38,889 | $96,123-59.5% | $77,361-49.7% | $198,609-80.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 17.34% | 2054.81%-2037.5pp | 1011.54%-994.2pp | 202.70%-185.4pp |
| Employer contribution / active EE | $9,856 | $3,791+160.0% | $2,990+229.6% | $5,055+95.0% |
| Participant deferral / active EE | $4,728 | $4,975-5.0% | $3,911+20.9% | $6,977-32.2% |
| Admin fee / account holder | $847 | $9,471-91.1% | $5,894-85.6% | $19,030-95.5% |