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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 | $38,521 | $51,184-24.7% | $66,439-42.0% | $86,983-55.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 17.23% | 17.07%+0.2pp | 757.66%-740.4pp | 25.83%-8.6pp |
| Employer contribution / active EE | $1,722 | $2,023-14.9% | $2,637-34.7% | $2,584-33.4% |
| Participant deferral / active EE | $2,234 | $2,927-23.7% | $3,876-42.4% | $4,194-46.7% |
| Admin fee / account holder | $874 | $4,154-79.0% | $6,173-85.8% | $7,856-88.9% |