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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 | $53,127-16.3% | $86,597-48.6% | $70,131-36.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.73% | 27.66%-9.9pp | 964.96%-947.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,474 | $2,068-28.7% | $2,840-48.1% | $2,342-37.1% |
| Participant deferral / active EE | $6,753 | $2,696+150.5% | $3,609+87.1% | $3,332+102.7% |
| Admin fee / account holder | $991 | $3,585-72.4% | $4,906-79.8% | $4,645-78.7% |