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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 | $21,321 | $90,320-76.4% | $59,496-64.2% | $125,389-83.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 3.56% | 369.13%-365.6pp | 182.05%-178.5pp | 282.24%-278.7pp |
| Employer contribution / active EE | $899 | $1,792-49.8% | $1,153-22.0% | $4,866-81.5% |
| Participant deferral / active EE | $899 | $2,716-66.9% | $1,829-50.8% | $5,352-83.2% |
| Admin fee / account holder | $3,290 | $3,063+7.4% | $2,232+47.4% | $9,541-65.5% |