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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 | $24,575 | $93,617-73.7% | $135,982-81.9% | $75,177-67.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 112.56% | 30.89%+81.7pp | 68.32%+44.2pp | 160.75%-48.2pp |
| Employer contribution / active EE | $3,181 | $3,538-10.1% | $4,859-34.5% | $2,671+19.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,733 | $6,980-75.2% | $10,767-83.9% | $5,651-69.3% |