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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 | $56,431-42.1% | $130,788-75.0% | $87,485-62.7% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 16.25% | 91.27%-75.0pp | 386.44%-370.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,293 | $1,549-16.5% | $3,558-63.7% | $2,596-50.2% |
| Participant deferral / active EE | $1,979 | $2,749-28.0% | $4,137-52.2% | $4,274-53.7% |
| Admin fee / account holder | $2,272 | $4,433-48.7% | $6,673-66.0% | $7,775-70.8% |