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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 | $62,490 | $96,643-35.3% | $86,617-27.9% | $139,456-55.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.53% | 106.57%-88.0pp | 591.91%-573.4pp | 373.45%-354.9pp |
| Employer contribution / active EE | $1,234 | $3,264-62.2% | $3,023-59.2% | $4,753-74.0% |
| Participant deferral / active EE | $2,177 | $4,835-55.0% | $4,437-50.9% | $6,711-67.6% |
| Admin fee / account holder | $795 | $6,406-87.6% | $5,613-85.8% | $11,407-93.0% |