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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 | $22,129 | $61,816-64.2% | $97,260-77.2% | $80,935-72.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 14.38% | -558.73%+573.1pp | 75.54%-61.2pp | 35.66%-21.3pp |
| Employer contribution / active EE | $9,079 | $1,836+394.4% | $2,721+233.7% | $2,757+229.4% |
| Participant deferral / active EE | $2,970 | $3,027-1.9% | $4,262-30.3% | $4,299-30.9% |
| Admin fee / account holder | $1,129 | $5,166-78.2% | $5,640-80.0% | $6,924-83.7% |