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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 | $38,967 | $102,385-61.9% | $147,080-73.5% | $80,935-51.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.78% | 135.09%-119.3pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,898 | $3,717-22.0% | $4,933-41.3% | $2,757+5.1% |
| Participant deferral / active EE | $4,185 | $6,651-37.1% | $8,066-48.1% | $4,299-2.7% |
| Admin fee / account holder | $336 | $7,951-95.8% | $12,989-97.4% | $6,924-95.1% |