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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 | $30,790 | $107,941-71.5% | $91,994-66.5% | $152,897-79.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.23% | 89.28%-71.0pp | 69.04%-50.8pp | 345.43%-327.2pp |
| Employer contribution / active EE | $1,174 | $4,212-72.1% | $3,453-66.0% | $4,764-75.3% |
| Participant deferral / active EE | $2,923 | $6,366-54.1% | $5,924-50.7% | $5,851-50.0% |
| Admin fee / account holder | $968 | $10,521-90.8% | $7,744-87.5% | $11,599-91.7% |