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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 | $25,675 | $52,353-51.0% | $120,225-78.6% | $82,448-68.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 19.09% | 61.85%-42.8pp | 439.23%-420.1pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,620 | $1,510+139.8% | $3,475+4.2% | $2,551+41.9% |
| Participant deferral / active EE | $4,878 | $2,627+85.7% | $3,999+22.0% | $4,139+17.8% |
| Admin fee / account holder | $2,152 | $4,363-50.7% | $5,696-62.2% | $7,234-70.2% |