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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 | $24,820 | $85,171-70.9% | $172,752-85.6% | $72,975-66.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.40% | 27.32%-2.9pp | 802.97%-778.6pp | 81.01%-56.6pp |
| Employer contribution / active EE | $837 | $3,324-74.8% | $5,144-83.7% | $2,440-65.7% |
| Participant deferral / active EE | $2,520 | $3,260-22.7% | $5,198-51.5% | $3,608-30.1% |
| Admin fee / account holder | $3,930 | $5,880-33.2% | $13,955-71.8% | $5,124-23.3% |