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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 | $35,371 | $102,422-65.5% | $147,117-76.0% | $80,959-56.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.16% | 135.16%-122.0pp | 420.54%-407.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,820 | $3,717-51.0% | $4,932-63.1% | $2,757-34.0% |
| Participant deferral / active EE | $5,184 | $6,652-22.1% | $8,065-35.7% | $4,300+20.6% |
| Admin fee / account holder | $1,255 | $7,953-84.2% | $12,993-90.3% | $6,925-81.9% |