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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 | $38,199 | $52,353-27.0% | $120,225-68.2% | $82,448-53.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.09% | 61.85%-45.8pp | 439.23%-423.1pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,187 | $1,510+44.8% | $3,475-37.1% | $2,551-14.3% |
| Participant deferral / active EE | $2,287 | $2,627-12.9% | $3,999-42.8% | $4,139-44.7% |
| Admin fee / account holder | $517 | $4,363-88.2% | $5,696-90.9% | $7,234-92.9% |