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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 | $56,116-41.8% | $135,768-75.9% | $86,983-62.5% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 16.25% | 125.33%-109.1pp | 526.10%-509.8pp | 25.83%-9.6pp |
| Employer contribution / active EE | $1,293 | $1,528-15.4% | $3,394-61.9% | $2,584-50.0% |
| Participant deferral / active EE | $1,979 | $2,690-26.4% | $3,977-50.2% | $4,194-52.8% |
| Admin fee / account holder | $2,272 | $4,314-47.3% | $7,048-67.8% | $7,856-71.1% |