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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 | $46,067 | $155,833-70.4% | $124,693-63.1% | $167,536-72.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.61% | 17.98%-0.4pp | 5144.19%-5126.6pp | 478.82%-461.2pp |
| Employer contribution / active EE | $1,219 | $4,164-70.7% | $3,324-63.3% | $4,839-74.8% |
| Participant deferral / active EE | $6,251 | $5,675+10.1% | $4,615+35.4% | $6,342-1.4% |
| Admin fee / account holder | $308 | $9,534-96.8% | $7,494-95.9% | $12,315-97.5% |