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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 | $36,485 | $104,953-65.2% | $84,637-56.9% | $152,909-76.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 12.14% | 373.94%-361.8pp | 258.82%-246.7pp | 345.46%-333.3pp |
| Employer contribution / active EE | $1,820 | $3,304-44.9% | $2,653-31.4% | $4,764-61.8% |
| Participant deferral / active EE | $1,820 | $4,691-61.2% | $3,900-53.3% | $5,851-68.9% |
| Admin fee / account holder | $366 | $6,244-94.1% | $4,914-92.6% | $11,601-96.8% |