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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 | $32,229 | $129,217-75.1% | $93,406-65.5% | $158,950-79.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 16.93% | 118.21%-101.3pp | 78.05%-61.1pp | 302.91%-286.0pp |
| Employer contribution / active EE | $1,534 | $2,711-43.4% | $2,075-26.1% | $4,762-67.8% |
| Participant deferral / active EE | $1,906 | $3,909-51.2% | $3,126-39.0% | $5,983-68.1% |
| Admin fee / account holder | $4,361 | $7,383-40.9% | $5,230-16.6% | $11,248-61.2% |