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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 | $27,305 | $102,422-73.3% | $147,117-81.4% | $80,959-66.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.01% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $2,897 | $3,717-22.1% | $4,932-41.3% | $2,757+5.1% |
| Participant deferral / active EE | $5,085 | $6,652-23.6% | $8,065-36.9% | $4,300+18.3% |
| Admin fee / account holder | $1,130 | $7,953-85.8% | $12,993-91.3% | $6,925-83.7% |