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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 | $32,511 | $103,000-68.4% | $90,300-64.0% | $152,885-78.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.30% | 95.19%-75.9pp | 78.11%-58.8pp | 345.39%-326.1pp |
| Employer contribution / active EE | $800 | $3,138-74.5% | $2,854-72.0% | $4,763-83.2% |
| Participant deferral / active EE | $954 | $4,281-77.7% | $3,884-75.4% | $5,851-83.7% |
| Admin fee / account holder | $593 | $6,173-90.4% | $5,353-88.9% | $11,598-94.9% |