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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 | $19,897 | $52,353-62.0% | $120,225-83.5% | $82,448-75.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 13.57% | 61.85%-48.3pp | 439.23%-425.7pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,153 | $1,510+42.6% | $3,475-38.0% | $2,551-15.6% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,696 | $4,363-61.1% | $5,696-70.2% | $7,234-76.5% |