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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 | $29,013 | $51,638-43.8% | $68,368-57.6% | $82,448-64.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.00% | 37.53%-23.5pp | 292.57%-278.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,179 | $2,047+55.3% | $2,649+20.0% | $2,551+24.6% |
| Participant deferral / active EE | $3,374 | $2,914+15.8% | $4,123-18.2% | $4,139-18.5% |
| Admin fee / account holder | $550 | $4,643-88.2% | $5,150-89.3% | $7,234-92.4% |