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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 | $27,010 | $63,346-57.4% | $92,240-70.7% | $70,126-61.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.00% | 530.19%-517.2pp | 176.29%-163.3pp | 73.15%-60.1pp |
| Employer contribution / active EE | $3,209 | $2,471+29.8% | $3,680-12.8% | $2,343+37.0% |
| Participant deferral / active EE | $1,395 | $2,854-51.1% | $3,897-64.2% | $3,332-58.1% |
| Admin fee / account holder | $324 | $3,841-91.6% | $5,194-93.8% | $4,645-93.0% |