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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 | $27,870 | $102,422-72.8% | $147,117-81.1% | $80,959-65.6% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 16.28% | 135.16%-118.9pp | 420.54%-404.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $3,601 | $3,717-3.1% | $4,932-27.0% | $2,757+30.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,326 | $7,953-58.2% | $12,993-74.4% | $6,925-52.0% |