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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 | $29,847 | $68,398-56.4% | $94,664-68.5% | $75,173-60.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 38.72% | 616.72%-578.0pp | 156.84%-118.1pp | 160.72%-122.0pp |
| Employer contribution / active EE | $2,266 | $2,701-16.1% | $3,673-38.3% | $2,671-15.2% |
| Participant deferral / active EE | $8,216 | $6,537+25.7% | $7,417+10.8% | $4,126+99.1% |
| Admin fee / account holder | $1,901 | $5,324-64.3% | $7,222-73.7% | $5,651-66.4% |