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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 | $36,587 | $85,766-57.3% | $136,298-73.2% | $70,126-47.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.09% | 31.46%-9.4pp | 5156.27%-5134.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $1,575 | $2,966-46.9% | $4,696-66.5% | $2,343-32.8% |
| Participant deferral / active EE | $2,976 | $5,051-41.1% | $6,247-52.4% | $3,332-10.7% |
| Admin fee / account holder | $2,721 | $5,421-49.8% | $9,244-70.6% | $4,645-41.4% |