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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 | $33,601 | $155,833-78.4% | $124,693-73.1% | $167,536-79.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 55.70% | 17.98%+37.7pp | 5144.19%-5088.5pp | 478.82%-423.1pp |
| Employer contribution / active EE | $3,480 | $4,164-16.4% | $3,324+4.7% | $4,839-28.1% |
| Participant deferral / active EE | $5,397 | $5,675-4.9% | $4,615+16.9% | $6,342-14.9% |
| Admin fee / account holder | $344 | $9,534-96.4% | $7,494-95.4% | $12,315-97.2% |