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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 | $37,021 | $103,038-64.1% | $90,324-59.0% | $152,909-75.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.82% | 95.25%-78.4pp | 78.15%-61.3pp | 345.46%-328.6pp |
| Employer contribution / active EE | $1,655 | $3,141-47.3% | $2,856-42.0% | $4,764-65.3% |
| Participant deferral / active EE | $4,392 | $4,282+2.6% | $3,885+13.0% | $5,851-24.9% |
| Admin fee / account holder | $24,149 | $6,177+290.9% | $5,356+350.9% | $11,601+108.2% |