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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 | $33,155 | $70,366-52.9% | $66,674-50.3% | $138,895-76.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.29% | 386.41%-368.1pp | 321.24%-303.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,324 | $2,765-16.0% | $2,620-11.3% | $4,194-44.6% |
| Participant deferral / active EE | $6,135 | $4,374+40.2% | $4,084+50.2% | $6,396-4.1% |
| Admin fee / account holder | $388 | $5,262-92.6% | $5,098-92.4% | $12,562-96.9% |