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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 | $19,448 | $73,546-73.6% | $63,018-69.1% | $147,586-86.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.35% | 175.56%-164.2pp | 87.62%-76.3pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,284 | $3,324-61.4% | $2,761-53.5% | $4,876-73.7% |
| Participant deferral / active EE | $3,572 | $4,185-14.7% | $3,330+7.3% | $5,439-34.3% |
| Admin fee / account holder | $310 | $5,956-94.8% | $3,601-91.4% | $10,886-97.2% |