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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 | $30,313 | $47,479-36.2% | $62,929-51.8% | $82,448-63.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 23.71% | 20.34%+3.4pp | 1063.93%-1040.2pp | 41.64%-17.9pp |
| Employer contribution / active EE | $750 | $1,885-60.2% | $2,505-70.1% | $2,551-70.6% |
| Participant deferral / active EE | $1,169 | $2,870-59.3% | $3,888-69.9% | $4,139-71.8% |
| Admin fee / account holder | $961 | $3,804-74.7% | $5,065-81.0% | $7,234-86.7% |