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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 | $43,429 | $63,346-31.4% | $92,240-52.9% | $70,126-38.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.49% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,419 | $2,471-42.6% | $3,680-61.4% | $2,343-39.4% |
| Participant deferral / active EE | $2,178 | $2,854-23.7% | $3,897-44.1% | $3,332-34.6% |
| Admin fee / account holder | $444 | $3,841-88.4% | $5,194-91.4% | $4,645-90.4% |