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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 | $58,258-59.1% | $81,820-70.9% | $80,925-70.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 21.30% | 41.76%-20.5pp | 777.93%-756.6pp | 35.65%-14.4pp |
| Employer contribution / active EE | $2,812 | $2,345+19.9% | $2,915-3.5% | $2,756+2.0% |
| Participant deferral / active EE | $3,336 | $3,284+1.6% | $4,323-22.8% | $4,299-22.4% |
| Admin fee / account holder | $1,235 | $4,976-75.2% | $7,391-83.3% | $6,940-82.2% |