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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 | $70,121-33.2% | $63,803-26.6% | $138,895-66.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 10.93% | 946.48%-935.5pp | 543.72%-532.8pp | 145.39%-134.5pp |
| Employer contribution / active EE | $420 | $2,882-85.4% | $2,532-83.4% | $4,194-90.0% |
| Participant deferral / active EE | $1,202 | $4,535-73.5% | $3,843-68.7% | $6,396-81.2% |
| Admin fee / account holder | $326 | $6,738-95.2% | $5,196-93.7% | $12,562-97.4% |