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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 | $44,318 | $104,106-57.4% | $71,086-37.7% | $135,379-67.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 3.08% | 1256.30%-1253.2pp | 650.59%-647.5pp | 519.79%-516.7pp |
| Employer contribution / active EE | $1,113 | $1,485-25.0% | $1,088+2.4% | $4,779-76.7% |
| Participant deferral / active EE | $1,641 | $2,527-35.1% | $1,874-12.4% | $5,609-70.7% |
| Admin fee / account holder | $535 | $4,142-87.1% | $3,082-82.6% | $10,828-95.1% |