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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 | $57,876 | $100,060-42.2% | $149,721-61.3% | $70,126-17.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.23% | 27.46%-9.2pp | 1501.67%-1483.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $3,573 | $3,661-2.4% | $5,444-34.4% | $2,343+52.5% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,824 | $8,285-41.8% | $11,282-57.2% | $4,645+3.8% |