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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 | $33,875 | $102,422-66.9% | $147,117-77.0% | $80,959-58.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.52% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,940 | $3,717-20.9% | $4,932-40.4% | $2,757+6.6% |
| Participant deferral / active EE | $3,450 | $6,652-48.1% | $8,065-57.2% | $4,300-19.8% |
| Admin fee / account holder | $1,322 | $7,953-83.4% | $12,993-89.8% | $6,925-80.9% |