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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 | $32,659 | $53,063-38.5% | $124,206-73.7% | $82,637-60.5% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.25% | 68.87%-52.6pp | 515.27%-499.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,293 | $1,530-15.5% | $3,540-63.5% | $2,552-49.3% |
| Participant deferral / active EE | $1,979 | $2,644-25.2% | $3,968-50.1% | $4,126-52.0% |
| Admin fee / account holder | $2,272 | $4,281-46.9% | $5,929-61.7% | $7,339-69.0% |