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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 | $46,842 | $76,368-38.7% | $67,681-30.8% | $154,746-69.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.93% | 1066.77%-1055.8pp | 590.58%-579.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $420 | $3,151-86.7% | $2,678-84.3% | $4,379-90.4% |
| Participant deferral / active EE | $1,202 | $4,824-75.1% | $3,976-69.8% | $6,730-82.1% |
| Admin fee / account holder | $326 | $8,559-96.2% | $6,100-94.7% | $14,365-97.7% |