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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 | $32,190 | $58,241-44.7% | $81,780-60.6% | $80,911-60.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.66% | 41.73%-30.1pp | 776.27%-764.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,251 | $2,343-46.6% | $2,914-57.1% | $2,756-54.6% |
| Participant deferral / active EE | $3,500 | $3,283+6.6% | $4,321-19.0% | $4,297-18.5% |
| Admin fee / account holder | $523 | $4,973-89.5% | $7,384-92.9% | $6,935-92.5% |