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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 | $60,468 | $104,577-42.2% | $76,667-21.1% | $152,909-60.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 16.03% | 1014.36%-998.3pp | 1166.74%-1150.7pp | 345.46%-329.4pp |
| Employer contribution / active EE | $1,577 | $3,119-49.4% | $2,303-31.5% | $4,764-66.9% |
| Participant deferral / active EE | $2,109 | $4,237-50.2% | $3,336-36.8% | $5,851-64.0% |
| Admin fee / account holder | $514 | $12,290-95.8% | $6,423-92.0% | $11,601-95.6% |