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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 | $56,596 | $133,981-57.8% | $112,249-49.6% | $134,532-57.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.12% | 47.16%-45.0pp | 27.48%-25.4pp | 418.27%-416.1pp |
| Employer contribution / active EE | $22,031 | $4,040+445.4% | $3,636+505.9% | $4,741+364.7% |
| Participant deferral / active EE | $2,690 | $5,292-49.2% | $4,729-43.1% | $6,401-58.0% |
| Admin fee / account holder | $581 | $7,492-92.2% | $6,412-90.9% | $11,429-94.9% |