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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 | $38,267 | $155,840-75.4% | $124,694-69.3% | $167,553-77.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.45% | 17.98%-6.5pp | 5144.82%-5133.4pp | 478.89%-467.4pp |
| Employer contribution / active EE | $1,707 | $4,165-59.0% | $3,325-48.6% | $4,840-64.7% |
| Participant deferral / active EE | $1,942 | $5,675-65.8% | $4,615-57.9% | $6,343-69.4% |
| Admin fee / account holder | $1,140 | $9,536-88.0% | $7,495-84.8% | $12,316-90.7% |