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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 | $35,791 | $72,071-50.3% | $68,368-47.6% | $137,256-73.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.39% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,155 | $2,788-22.7% | $2,649-18.6% | $4,156-48.1% |
| Participant deferral / active EE | $2,667 | $4,410-39.5% | $4,123-35.3% | $6,407-58.4% |
| Admin fee / account holder | $557 | $5,336-89.6% | $5,150-89.2% | $12,270-95.5% |