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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 | $31,754 | $104,953-69.7% | $84,637-62.5% | $152,909-79.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.01% | 373.94%-351.9pp | 258.82%-236.8pp | 345.46%-323.5pp |
| Employer contribution / active EE | $812 | $3,304-75.4% | $2,653-69.4% | $4,764-83.0% |
| Participant deferral / active EE | $9,010 | $4,691+92.1% | $3,900+131.0% | $5,851+54.0% |
| Admin fee / account holder | $1,819 | $6,244-70.9% | $4,914-63.0% | $11,601-84.3% |