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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 | $51,787 | $72,071-28.1% | $68,368-24.3% | $137,256-62.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.86% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,000 | $2,788-64.1% | $2,649-62.2% | $4,156-75.9% |
| Participant deferral / active EE | $2,574 | $4,410-41.6% | $4,123-37.6% | $6,407-59.8% |
| Admin fee / account holder | $583 | $5,336-89.1% | $5,150-88.7% | $12,270-95.2% |