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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 | $33,951 | $103,008-67.0% | $90,304-62.4% | $152,897-77.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.00% | 95.22%-78.2pp | 78.13%-61.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,828 | $3,139-41.8% | $2,855-36.0% | $4,764-61.6% |
| Participant deferral / active EE | $2,694 | $4,281-37.1% | $3,885-30.7% | $5,851-54.0% |
| Admin fee / account holder | $13,400 | $6,175+117.0% | $5,354+150.3% | $11,599+15.5% |