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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 | $28,480 | $109,872-74.1% | $98,483-71.1% | $167,536-83.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.45% | 1959.31%-1943.9pp | 1494.38%-1478.9pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,065 | $3,225-36.0% | $2,961-30.3% | $4,839-57.3% |
| Participant deferral / active EE | $3,243 | $4,673-30.6% | $4,276-24.2% | $6,342-48.9% |
| Admin fee / account holder | $346 | $6,757-94.9% | $5,953-94.2% | $12,315-97.2% |