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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 | $45,154 | $73,518-38.6% | $63,003-28.3% | $147,585-69.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.72% | 175.46%-164.7pp | 87.59%-76.9pp | 578.57%-567.9pp |
| Employer contribution / active EE | $1,215 | $3,322-63.4% | $2,760-56.0% | $4,876-75.1% |
| Participant deferral / active EE | $1,527 | $4,183-63.5% | $3,329-54.1% | $5,439-71.9% |
| Admin fee / account holder | $2,378 | $5,952-60.0% | $3,600-33.9% | $10,885-78.2% |