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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 | $14,153 | $60,119-76.5% | $90,414-84.3% | $79,860-82.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.62% | 71.94%-52.3pp | 1293.19%-1273.6pp | 31.72%-12.1pp |
| Employer contribution / active EE | $1,148 | $2,068-44.5% | $3,262-64.8% | $2,471-53.5% |
| Participant deferral / active EE | $3,026 | $2,938+3.0% | $3,963-23.7% | $3,740-19.1% |
| Admin fee / account holder | $2,516 | $3,976-36.7% | $5,611-55.2% | $5,306-52.6% |