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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 | $18,037 | $44,850-59.8% | $60,547-70.2% | $59,633-69.8% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 10.29% | 1074.14%-1063.9pp | 335.64%-325.4pp | 2041.45%-2031.2pp |
| Employer contribution / active EE | $1,739 | $1,462+19.0% | $2,419-28.1% | $2,203-21.0% |
| Participant deferral / active EE | $2,439 | $2,230+9.4% | $3,328-26.7% | $3,192-23.6% |
| Admin fee / account holder | $702 | $3,635-80.7% | $4,536-84.5% | $4,297-83.7% |