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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 | $34,831 | $60,139-42.1% | $90,461-61.5% | $79,856-56.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.69% | 71.96%-58.3pp | 1294.76%-1281.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $847 | $2,069-59.1% | $3,264-74.0% | $2,471-65.7% |
| Participant deferral / active EE | $1,872 | $2,939-36.3% | $3,964-52.8% | $3,741-50.0% |
| Admin fee / account holder | $1,284 | $3,978-67.7% | $5,617-77.1% | $5,306-75.8% |