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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 | $43,619 | $104,577-58.3% | $76,667-43.1% | $152,909-71.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 17.32% | 1014.36%-997.0pp | 1166.74%-1149.4pp | 345.46%-328.1pp |
| Employer contribution / active EE | $1,140 | $3,119-63.4% | $2,303-50.5% | $4,764-76.1% |
| Participant deferral / active EE | $7,235 | $4,237+70.7% | $3,336+116.9% | $5,851+23.6% |
| Admin fee / account holder | $1,830 | $12,290-85.1% | $6,423-71.5% | $11,601-84.2% |