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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 | $56,431-32.3% | $130,788-70.8% | $87,485-56.3% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 16.09% | 91.27%-75.2pp | 386.44%-370.3pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,187 | $1,549+41.2% | $3,558-38.5% | $2,596-15.8% |
| Participant deferral / active EE | $2,287 | $2,749-16.8% | $4,137-44.7% | $4,274-46.5% |
| Admin fee / account holder | $517 | $4,433-88.3% | $6,673-92.3% | $7,775-93.4% |