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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 | $32,067 | $90,530-64.6% | $76,030-57.8% | $145,897-78.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.97% | 625.08%-610.1pp | 361.54%-346.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,320 | $3,319-60.2% | $2,688-50.9% | $4,663-71.7% |
| Participant deferral / active EE | $2,403 | $5,164-53.5% | $4,257-43.5% | $6,689-64.1% |
| Admin fee / account holder | $3,588 | $8,383-57.2% | $6,421-44.1% | $13,390-73.2% |