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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 | $44,747 | $68,097-34.3% | $62,929-28.9% | $137,256-67.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.32% | 1859.11%-1847.8pp | 1063.93%-1052.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $634 | $2,811-77.5% | $2,505-74.7% | $4,156-84.8% |
| Participant deferral / active EE | $2,859 | $4,553-37.2% | $3,888-26.5% | $6,407-55.4% |
| Admin fee / account holder | $2,144 | $6,521-67.1% | $5,065-57.7% | $12,270-82.5% |