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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 | $26,332 | $53,837-51.1% | $75,714-65.2% | $85,847-69.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 19.68% | 24.54%-4.9pp | 104.62%-84.9pp | 318.61%-298.9pp |
| Employer contribution / active EE | $6,477 | $2,017+221.1% | $2,744+136.1% | $2,565+152.5% |
| Participant deferral / active EE | $2,570 | $2,895-11.3% | $3,820-32.7% | $3,952-35.0% |
| Admin fee / account holder | $6,063 | $3,339+81.6% | $3,619+67.5% | $6,261-3.2% |