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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 | $30,105 | $70,121-57.1% | $63,803-52.8% | $138,895-78.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.38% | 946.48%-935.1pp | 543.72%-532.3pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,409 | $2,882-16.4% | $2,532-4.9% | $4,194-42.6% |
| Participant deferral / active EE | $3,125 | $4,535-31.1% | $3,843-18.7% | $6,396-51.1% |
| Admin fee / account holder | $874 | $6,738-87.0% | $5,196-83.2% | $12,562-93.0% |