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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 | $27,318 | $57,305-52.3% | $86,640-68.5% | $75,173-63.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.28% | 2674.24%-2657.0pp | 592.52%-575.2pp | 160.72%-143.4pp |
| Employer contribution / active EE | $1,010 | $2,316-56.4% | $3,024-66.6% | $2,671-62.2% |
| Participant deferral / active EE | $2,730 | $3,320-17.8% | $4,438-38.5% | $4,126-33.8% |
| Admin fee / account holder | $687 | $4,116-83.3% | $5,616-87.8% | $5,651-87.8% |