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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 | $26,110 | $27,924-6.5% | $58,544-55.4% | $75,181-65.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 112.40% | 44.20%+68.2pp | 4249.56%-4137.2pp | 160.69%-48.3pp |
| Employer contribution / active EE | $520 | $669-22.3% | $1,053-50.6% | $2,671-80.5% |
| Participant deferral / active EE | $1,211 | $1,202+0.8% | $1,923-37.0% | $4,126-70.6% |
| Admin fee / account holder | $1,263 | $1,726-26.8% | $2,520-49.9% | $5,650-77.6% |