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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 | $34,838 | $85,171-59.1% | $172,752-79.8% | $72,975-52.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.79% | 27.32%-6.5pp | 802.97%-782.2pp | 81.01%-60.2pp |
| Employer contribution / active EE | $2,410 | $3,324-27.5% | $5,144-53.1% | $2,440-1.2% |
| Participant deferral / active EE | $2,304 | $3,260-29.3% | $5,198-55.7% | $3,608-36.1% |
| Admin fee / account holder | $1,829 | $5,880-68.9% | $13,955-86.9% | $5,124-64.3% |