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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 | $38,183 | $90,617-57.9% | $79,476-52.0% | $135,382-71.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.47% | 977.57%-973.1pp | 718.21%-713.7pp | 519.77%-515.3pp |
| Employer contribution / active EE | $3,413 | $3,068+11.3% | $2,800+21.9% | $4,779-28.6% |
| Participant deferral / active EE | $2,328 | $4,050-42.5% | $3,704-37.2% | $5,609-58.5% |
| Admin fee / account holder | $1,344 | $5,907-77.2% | $5,113-73.7% | $10,829-87.6% |