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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 | $44,878 | $96,123-53.3% | $77,361-42.0% | $198,609-77.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 4.20% | 2054.81%-2050.6pp | 1011.54%-1007.3pp | 202.70%-198.5pp |
| Employer contribution / active EE | $5,674 | $3,791+49.7% | $2,990+89.8% | $5,055+12.2% |
| Participant deferral / active EE | $3,060 | $4,975-38.5% | $3,911-21.8% | $6,977-56.1% |
| Admin fee / account holder | $1,289 | $9,471-86.4% | $5,894-78.1% | $19,030-93.2% |