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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 | $33,964 | $48,570-30.1% | $130,660-74.0% | $72,976-53.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 25.11% | 38.63%-13.5pp | 1709.29%-1684.2pp | 81.02%-55.9pp |
| Employer contribution / active EE | $1,820 | $1,334+36.4% | $4,092-55.5% | $2,440-25.4% |
| Participant deferral / active EE | $2,978 | $2,384+24.9% | $3,603-17.4% | $3,608-17.5% |
| Admin fee / account holder | $1,844 | $3,549-48.0% | $5,463-66.2% | $5,124-64.0% |