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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 | $36,617 | $104,953-65.1% | $84,637-56.7% | $152,909-76.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.33% | 373.94%-356.6pp | 258.82%-241.5pp | 345.46%-328.1pp |
| Employer contribution / active EE | $837 | $3,304-74.7% | $2,653-68.5% | $4,764-82.4% |
| Participant deferral / active EE | $5,792 | $4,691+23.5% | $3,900+48.5% | $5,851-1.0% |
| Admin fee / account holder | $435 | $6,244-93.0% | $4,914-91.2% | $11,601-96.3% |