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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 | $30,484 | $58,234-47.7% | $81,783-62.7% | $80,874-62.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 18.01% | 41.70%-23.7pp | 775.05%-757.0pp | 35.62%-17.6pp |
| Employer contribution / active EE | $2,882 | $2,341+23.1% | $2,913-1.0% | $2,756+4.6% |
| Participant deferral / active EE | $4,440 | $3,283+35.2% | $4,320+2.8% | $4,297+3.3% |
| Admin fee / account holder | $768 | $4,982-84.6% | $7,380-89.6% | $6,935-88.9% |