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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 | $41,111 | $102,422-59.9% | $147,117-72.1% | $80,959-49.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.17% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,302 | $3,717-65.0% | $4,932-73.6% | $2,757-52.8% |
| Participant deferral / active EE | $14,892 | $6,652+123.9% | $8,065+84.7% | $4,300+246.3% |
| Admin fee / account holder | $1,875 | $7,953-76.4% | $12,993-85.6% | $6,925-72.9% |