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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 | $46,291 | $110,551-58.1% | $80,741-42.7% | $167,536-72.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.89% | 120.57%-107.7pp | 87.30%-74.4pp | 478.82%-465.9pp |
| Employer contribution / active EE | $1,635 | $1,543+6.0% | $1,160+41.0% | $4,839-66.2% |
| Participant deferral / active EE | $2,842 | $2,870-1.0% | $2,145+32.4% | $6,342-55.2% |
| Admin fee / account holder | $627 | $4,547-86.2% | $3,380-81.5% | $12,315-94.9% |