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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 | $55,843 | $102,393-45.5% | $147,041-62.0% | $80,911-31.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.03% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,858 | $3,715-50.0% | $4,935-62.4% | $2,756-32.6% |
| Participant deferral / active EE | $3,676 | $6,647-44.7% | $8,071-54.5% | $4,297-14.5% |
| Admin fee / account holder | $669 | $7,943-91.6% | $13,006-94.9% | $6,935-90.4% |