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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 | $37,177 | $73,546-49.5% | $63,018-41.0% | $147,586-74.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.08% | 175.56%-154.5pp | 87.62%-66.5pp | 578.59%-557.5pp |
| Employer contribution / active EE | $938 | $3,324-71.8% | $2,761-66.0% | $4,876-80.8% |
| Participant deferral / active EE | $2,405 | $4,185-42.5% | $3,330-27.8% | $5,439-55.8% |
| Admin fee / account holder | $1,029 | $5,956-82.7% | $3,601-71.4% | $10,886-90.5% |