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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 | $36,453 | $68,097-46.5% | $62,929-42.1% | $137,256-73.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.42% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,006 | $2,811-64.2% | $2,505-59.8% | $4,156-75.8% |
| Participant deferral / active EE | $2,951 | $4,553-35.2% | $3,888-24.1% | $6,407-53.9% |
| Admin fee / account holder | $1,047 | $6,521-83.9% | $5,065-79.3% | $12,270-91.5% |