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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 | $28,897 | $63,346-54.4% | $92,240-68.7% | $70,126-58.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.01% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,020 | $2,471+22.2% | $3,680-17.9% | $2,343+28.9% |
| Participant deferral / active EE | $3,138 | $2,854+10.0% | $3,897-19.5% | $3,332-5.8% |
| Admin fee / account holder | $1,314 | $3,841-65.8% | $5,194-74.7% | $4,645-71.7% |