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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 | $34,920 | $81,763-57.3% | $58,561-40.4% | $139,466-75.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.02% | 7427.77%-7410.8pp | 4251.33%-4234.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2,398 | $1,398+71.5% | $1,053+127.7% | $4,754-49.6% |
| Participant deferral / active EE | $945 | $2,555-63.0% | $1,923-50.9% | $6,712-85.9% |
| Admin fee / account holder | $362 | $3,273-88.9% | $2,520-85.6% | $11,409-96.8% |