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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 | $27,884 | $102,385-72.8% | $147,080-81.0% | $80,935-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.20% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,676 | $3,717-28.0% | $4,933-45.8% | $2,757-2.9% |
| Participant deferral / active EE | $3,330 | $6,651-49.9% | $8,066-58.7% | $4,299-22.6% |
| Admin fee / account holder | $3,250 | $7,951-59.1% | $12,989-75.0% | $6,924-53.1% |