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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 | $36,575 | $29,319+24.7% | $52,425-30.2% | $82,448-55.6% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 19.53% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,898 | $586+394.2% | $914+217.0% | $2,551+13.6% |
| Participant deferral / active EE | $2,813 | $1,171+140.1% | $1,790+57.1% | $4,139-32.0% |
| Admin fee / account holder | $818 | $1,962-58.3% | $2,495-67.2% | $7,234-88.7% |