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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 | $44,236 | $70,121-36.9% | $63,803-30.7% | $138,895-68.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 19.24% | 946.48%-927.2pp | 543.72%-524.5pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,462 | $2,882-49.3% | $2,532-42.3% | $4,194-65.1% |
| Participant deferral / active EE | $1,462 | $4,535-67.8% | $3,843-62.0% | $6,396-77.1% |
| Admin fee / account holder | $495 | $6,738-92.7% | $5,196-90.5% | $12,562-96.1% |