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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 | $49,002 | $102,635-52.3% | $86,209-43.2% | $139,456-64.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.04% | 1923.53%-1911.5pp | 1169.05%-1157.0pp | 373.45%-361.4pp |
| Employer contribution / active EE | $1,134 | $3,034-62.6% | $2,381-52.4% | $4,753-76.1% |
| Participant deferral / active EE | $3,804 | $4,677-18.7% | $3,986-4.6% | $6,711-43.3% |
| Admin fee / account holder | $1,299 | $8,661-85.0% | $6,853-81.0% | $11,407-88.6% |