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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 | $29,189 | $152,619-80.9% | $125,195-76.7% | $152,909-80.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.79% | 54.85%-42.1pp | 43.79%-31.0pp | 345.46%-332.7pp |
| Employer contribution / active EE | $1,698 | $4,947-65.7% | $3,866-56.1% | $4,764-64.4% |
| Participant deferral / active EE | $9,061 | $5,869+54.4% | $4,937+83.5% | $5,851+54.9% |
| Admin fee / account holder | $33,721 | $13,437+150.9% | $9,704+247.5% | $11,601+190.7% |