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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 | $2,783 | $72,071-96.1% | $68,368-95.9% | $137,256-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.27% | 353.14%-330.9pp | 292.57%-270.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,736 | $2,788-37.7% | $2,649-34.5% | $4,156-58.2% |
| Participant deferral / active EE | $1,906 | $4,410-56.8% | $4,123-53.8% | $6,407-70.2% |
| Admin fee / account holder | $2,451 | $5,336-54.1% | $5,150-52.4% | $12,270-80.0% |