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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 | $44,483 | $53,128-16.3% | $86,582-48.6% | $70,126-36.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.73% | 27.66%-9.9pp | 965.08%-947.4pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,474 | $2,068-28.7% | $2,839-48.1% | $2,343-37.1% |
| Participant deferral / active EE | $6,753 | $2,695+150.6% | $3,609+87.1% | $3,332+102.7% |
| Admin fee / account holder | $991 | $3,584-72.3% | $4,904-79.8% | $4,645-78.7% |