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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 | $41,196 | $104,937-60.7% | $84,628-51.3% | $152,897-73.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.94% | 373.88%-354.9pp | 258.80%-239.9pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,449 | $3,303-56.1% | $2,653-45.4% | $4,764-69.6% |
| Participant deferral / active EE | $3,599 | $4,690-23.3% | $3,900-7.7% | $5,851-38.5% |
| Admin fee / account holder | $818 | $6,243-86.9% | $4,914-83.4% | $11,599-93.0% |