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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 | $28,821 | $103,038-72.0% | $90,324-68.1% | $152,909-81.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.15% | 95.25%-72.1pp | 78.15%-55.0pp | 345.46%-322.3pp |
| Employer contribution / active EE | $533 | $3,141-83.0% | $2,856-81.3% | $4,764-88.8% |
| Participant deferral / active EE | $1,867 | $4,282-56.4% | $3,885-52.0% | $5,851-68.1% |
| Admin fee / account holder | $442 | $6,177-92.8% | $5,356-91.7% | $11,601-96.2% |