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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 | $27,601 | $45,152-38.9% | $73,836-62.6% | $59,633-53.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 20.68% | 27.40%-6.7pp | 2268.06%-2247.4pp | 2041.45%-2020.8pp |
| Employer contribution / active EE | $710 | $1,901-62.7% | $2,787-74.5% | $2,203-67.8% |
| Participant deferral / active EE | $3,199 | $2,573+24.3% | $3,583-10.7% | $3,192+0.2% |
| Admin fee / account holder | $1,957 | $3,515-44.3% | $4,882-59.9% | $4,297-54.4% |