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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 | $38,972 | $73,421-46.9% | $66,439-41.3% | $155,188-74.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 9.26% | 1382.37%-1373.1pp | 757.66%-748.4pp | 148.84%-139.6pp |
| Employer contribution / active EE | $1,792 | $3,039-41.0% | $2,637-32.0% | $4,248-57.8% |
| Participant deferral / active EE | $3,653 | $4,680-21.9% | $3,876-5.7% | $6,531-44.1% |
| Admin fee / account holder | $1,316 | $8,856-85.1% | $6,173-78.7% | $14,480-90.9% |