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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 | $41,379 | $95,415-56.6% | $185,851-77.7% | $85,851-51.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.09% | 23.59%-7.5pp | 122.11%-106.0pp | 318.63%-302.5pp |
| Employer contribution / active EE | $1,921 | $3,314-42.0% | $5,168-62.8% | $2,565-25.1% |
| Participant deferral / active EE | $7,608 | $3,424+122.2% | $5,569+36.6% | $3,952+92.5% |
| Admin fee / account holder | $2,078 | $7,215-71.2% | $16,245-87.2% | $6,261-66.8% |