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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 | $44,668 | $149,040-70.0% | $120,225-62.8% | $137,256-67.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.47% | 605.68%-590.2pp | 439.23%-423.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $454 | $4,350-89.6% | $3,475-86.9% | $4,156-89.1% |
| Participant deferral / active EE | $630 | $4,655-86.5% | $3,999-84.2% | $6,407-90.2% |
| Admin fee / account holder | $42,980 | $6,348+577.1% | $5,696+654.5% | $12,270+250.3% |