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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 | $34,596 | $73,518-52.9% | $63,003-45.1% | $147,585-76.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.75% | 175.46%-165.7pp | 87.59%-77.8pp | 578.57%-568.8pp |
| Employer contribution / active EE | $3,438 | $3,322+3.5% | $2,760+24.6% | $4,876-29.5% |
| Participant deferral / active EE | $900 | $4,183-78.5% | $3,329-73.0% | $5,439-83.5% |
| Admin fee / account holder | $436 | $5,952-92.7% | $3,600-87.9% | $10,885-96.0% |