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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 | $32,053 | $100,203-68.0% | $85,240-62.4% | $145,897-78.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.35% | 84.28%-71.9pp | 66.75%-54.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,643 | $3,242-49.3% | $2,735-39.9% | $4,663-64.8% |
| Participant deferral / active EE | $5,145 | $5,299-2.9% | $4,527+13.6% | $6,689-23.1% |
| Admin fee / account holder | $2,864 | $7,265-60.6% | $6,165-53.5% | $13,390-78.6% |