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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 | $51,553 | $176,402-70.8% | $134,162-61.6% | $158,982-67.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.34% | 63.66%-53.3pp | 36.35%-26.0pp | 302.99%-292.6pp |
| Employer contribution / active EE | $65 | $5,042-98.7% | $3,705-98.2% | $4,763-98.6% |
| Participant deferral / active EE | $3,500 | $4,093-14.5% | $3,5000% | $5,983-41.5% |
| Admin fee / account holder | $522 | $8,719-94.0% | $6,685-92.2% | $11,252-95.4% |