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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 | $79,668 | $29,319+171.7% | $52,425+52.0% | $82,448-3.4% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 20.07% | 535.20%-515.1pp | 302.12%-282.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $786 | $586+34.1% | $914-14.0% | $2,551-69.2% |
| Participant deferral / active EE | $3,963 | $1,171+238.3% | $1,790+121.3% | $4,139-4.3% |
| Admin fee / account holder | $7,564 | $1,962+285.5% | $2,495+203.2% | $7,234+4.6% |