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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 | $37,237 | $84,713-56.0% | $75,717-50.8% | $167,518-77.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 24.98% | 199.49%-174.5pp | 104.58%-79.6pp | 478.71%-453.7pp |
| Employer contribution / active EE | $1,311 | $3,229-59.4% | $2,743-52.2% | $4,838-72.9% |
| Participant deferral / active EE | $3,459 | $4,578-24.4% | $3,821-9.5% | $6,342-45.5% |
| Admin fee / account holder | $1,270 | $5,357-76.3% | $3,619-64.9% | $12,312-89.7% |