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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 | $37,149 | $81,664-54.5% | $70,476-47.3% | $158,966-76.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.13% | 208.59%-198.5pp | 109.12%-99.0pp | 302.95%-292.8pp |
| Employer contribution / active EE | $1,725 | $3,219-46.4% | $2,738-37.0% | $4,762-63.8% |
| Participant deferral / active EE | $2,065 | $4,556-54.7% | $3,710-44.3% | $5,983-65.5% |
| Admin fee / account holder | $935 | $6,197-84.9% | $3,847-75.7% | $11,250-91.7% |