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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 | $26,768 | $60,139-55.5% | $90,461-70.4% | $79,856-66.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.31% | 71.96%-53.7pp | 1294.76%-1276.5pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,973 | $2,069-4.6% | $3,264-39.6% | $2,471-20.2% |
| Participant deferral / active EE | $3,527 | $2,939+20.0% | $3,964-11.0% | $3,741-5.7% |
| Admin fee / account holder | $3,019 | $3,978-24.1% | $5,617-46.2% | $5,306-43.1% |