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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 | $29,971 | $73,518-59.2% | $63,003-52.4% | $147,585-79.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.07% | 175.46%-162.4pp | 87.59%-74.5pp | 578.57%-565.5pp |
| Employer contribution / active EE | $1,293 | $3,322-61.1% | $2,760-53.1% | $4,876-73.5% |
| Participant deferral / active EE | $2,495 | $4,183-40.4% | $3,329-25.0% | $5,439-54.1% |
| Admin fee / account holder | $303 | $5,952-94.9% | $3,600-91.6% | $10,885-97.2% |