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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 | $26,747 | $58,275-54.1% | $81,844-67.3% | $80,935-67.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.29% | 41.82%-30.5pp | 778.87%-767.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $7,049 | $2,346+200.5% | $2,916+141.7% | $2,757+155.7% |
| Participant deferral / active EE | $7,565 | $3,285+130.3% | $4,323+75.0% | $4,299+76.0% |
| Admin fee / account holder | $3,986 | $4,749-16.1% | $7,355-45.8% | $6,924-42.4% |