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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 | $41,679 | $101,063-58.8% | $81,473-48.8% | $147,586-71.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.05% | 32.41%-18.4pp | 38.78%-24.7pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,065 | $3,206-35.6% | $2,568-19.6% | $4,876-57.7% |
| Participant deferral / active EE | $12,829 | $4,242+202.4% | $3,537+262.7% | $5,439+135.9% |
| Admin fee / account holder | $408 | $5,812-93.0% | $4,561-91.1% | $10,886-96.3% |