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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 | $37,631 | $85,766-56.1% | $136,297-72.4% | $70,124-46.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.68% | 31.45%-10.8pp | 5156.19%-5135.5pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,970 | $2,966+0.1% | $4,696-36.8% | $2,342+26.8% |
| Participant deferral / active EE | $2,644 | $5,051-47.7% | $6,247-57.7% | $3,332-20.6% |
| Admin fee / account holder | $2,109 | $5,420-61.1% | $9,244-77.2% | $4,645-54.6% |