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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 | $19,438 | $65,409-70.3% | $98,452-80.3% | $85,854-77.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 23.71% | 21.76%+2.0pp | 1492.96%-1469.2pp | 318.56%-294.8pp |
| Employer contribution / active EE | $359 | $2,168-83.5% | $2,960-87.9% | $2,565-86.0% |
| Participant deferral / active EE | $926 | $3,166-70.8% | $4,276-78.3% | $3,952-76.6% |
| Admin fee / account holder | $658 | $4,593-85.7% | $5,948-88.9% | $6,260-89.5% |