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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 | $24,713 | $29,319-15.7% | $52,425-52.9% | $82,448-70.0% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 14.78% | 535.20%-520.4pp | 302.12%-287.3pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,182 | $586+101.5% | $914+29.3% | $2,551-53.7% |
| Participant deferral / active EE | $4,128 | $1,171+252.4% | $1,790+130.5% | $4,139-0.3% |
| Admin fee / account holder | $556 | $1,962-71.7% | $2,495-77.7% | $7,234-92.3% |