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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 | $41,520 | $70,121-40.8% | $63,803-34.9% | $138,895-70.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 13.06% | 946.48%-933.4pp | 543.72%-530.7pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,164 | $2,882-24.9% | $2,532-14.6% | $4,194-48.4% |
| Participant deferral / active EE | $3,148 | $4,535-30.6% | $3,843-18.1% | $6,396-50.8% |
| Admin fee / account holder | $2,102 | $6,738-68.8% | $5,196-59.5% | $12,562-83.3% |