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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 | $40,301 | $70,366-42.7% | $66,674-39.6% | $138,895-71.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.40% | 386.41%-369.0pp | 321.24%-303.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,004 | $2,765-63.7% | $2,620-61.7% | $4,194-76.1% |
| Participant deferral / active EE | $1,108 | $4,374-74.7% | $4,084-72.9% | $6,396-82.7% |
| Admin fee / account holder | $5,017 | $5,262-4.7% | $5,098-1.6% | $12,562-60.1% |