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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 | $35,998 | $72,071-50.1% | $68,368-47.3% | $137,256-73.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.29% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,947 | $2,788-30.2% | $2,649-26.5% | $4,156-53.2% |
| Participant deferral / active EE | $1,905 | $4,410-56.8% | $4,123-53.8% | $6,407-70.3% |
| Admin fee / account holder | $341 | $5,336-93.6% | $5,150-93.4% | $12,270-97.2% |