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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 | $32,464 | $72,071-55.0% | $68,368-52.5% | $137,256-76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.11% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,670 | $2,788-4.2% | $2,649+0.8% | $4,156-35.7% |
| Participant deferral / active EE | $3,900 | $4,410-11.6% | $4,123-5.4% | $6,407-39.1% |
| Admin fee / account holder | $355 | $5,336-93.3% | $5,150-93.1% | $12,270-97.1% |