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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 | $34,088 | $85,766-60.3% | $136,297-75.0% | $70,131-51.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.25% | 31.45%-16.2pp | 5156.16%-5140.9pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,340 | $2,966-54.8% | $4,696-71.5% | $2,342-42.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,385 | $5,420-74.4% | $9,244-85.0% | $4,645-70.2% |