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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 | $27,227 | $85,171-68.0% | $172,753-84.2% | $72,976-62.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.15% | 27.32%-0.2pp | 803.00%-775.9pp | 81.02%-53.9pp |
| Employer contribution / active EE | $1,194 | $3,324-64.1% | $5,144-76.8% | $2,440-51.1% |
| Participant deferral / active EE | $2,376 | $3,260-27.1% | $5,198-54.3% | $3,608-34.1% |
| Admin fee / account holder | $1,060 | $5,880-82.0% | $13,956-92.4% | $5,124-79.3% |