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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 | $23,803 | $58,234-59.1% | $81,783-70.9% | $80,874-70.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 21.30% | 41.70%-20.4pp | 775.05%-753.8pp | 35.62%-14.3pp |
| Employer contribution / active EE | $2,812 | $2,341+20.1% | $2,913-3.4% | $2,756+2.1% |
| Participant deferral / active EE | $3,336 | $3,283+1.6% | $4,320-22.8% | $4,297-22.4% |
| Admin fee / account holder | $1,235 | $4,982-75.2% | $7,380-83.3% | $6,935-82.2% |