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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 | $16,942 | $75,832-77.7% | $147,617-88.5% | $59,633-71.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 7.74% | 0.37%+7.4pp | 61.98%-54.2pp | 2041.45%-2033.7pp |
| Employer contribution / active EE | $437 | $3,485-87.5% | $5,564-92.1% | $2,203-80.1% |
| Participant deferral / active EE | $3,291 | $3,131+5.1% | $4,895-32.8% | $3,192+3.1% |
| Admin fee / account holder | $5,784 | $5,986-3.4% | $11,612-50.2% | $4,297+34.6% |