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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 | $72,963 | $124,346-41.3% | $111,306-34.4% | $167,553-56.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 57.40% | 37.46%+19.9pp | 54.67%+2.7pp | 478.89%-421.5pp |
| Employer contribution / active EE | $1,039 | $3,438-69.8% | $2,732-62.0% | $4,840-78.5% |
| Participant deferral / active EE | $2,791 | $5,182-46.1% | $4,488-37.8% | $6,343-56.0% |
| Admin fee / account holder | $353 | $10,623-96.7% | $7,966-95.6% | $12,316-97.1% |