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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 | $37,032 | $67,823-45.4% | $52,425-29.4% | $137,256-73.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.70% | 219.11%-203.4pp | 302.12%-286.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,000 | $1,163-14.0% | $914+9.4% | $4,156-75.9% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,025 | $2,844-64.0% | $2,495-58.9% | $12,270-91.6% |