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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 | $21,565 | $100,203-78.5% | $85,240-74.7% | $145,897-85.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.43% | 84.28%-69.9pp | 66.75%-52.3pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,826 | $3,242-43.7% | $2,735-33.2% | $4,663-60.8% |
| Participant deferral / active EE | $3,207 | $5,299-39.5% | $4,527-29.2% | $6,689-52.1% |
| Admin fee / account holder | $1,168 | $7,265-83.9% | $6,165-81.1% | $13,390-91.3% |