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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 | $2,130 | $69,118-96.9% | $53,647-96.0% | $138,895-98.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 14.19% | 248.26%-234.1pp | 358.33%-344.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $802 | $1,189-32.6% | $962-16.6% | $4,194-80.9% |
| Participant deferral / active EE | $1,430 | $2,274-37.1% | $1,813-21.2% | $6,396-77.7% |
| Admin fee / account holder | $326 | $2,724-88.0% | $2,460-86.8% | $12,562-97.4% |