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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 | $53,063-28.0% | $124,206-69.2% | $82,637-53.8% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.09% | 68.87%-52.8pp | 515.27%-499.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $2,187 | $1,530+42.9% | $3,540-38.2% | $2,552-14.3% |
| Participant deferral / active EE | $2,287 | $2,644-13.5% | $3,968-42.4% | $4,126-44.6% |
| Admin fee / account holder | $517 | $4,281-87.9% | $5,929-91.3% | $7,339-93.0% |