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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 | $56,431-54.5% | $130,788-80.4% | $87,485-70.7% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 19.09% | 91.27%-72.2pp | 386.44%-367.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $3,620 | $1,549+133.7% | $3,558+1.8% | $2,596+39.5% |
| Participant deferral / active EE | $4,878 | $2,749+77.4% | $4,137+17.9% | $4,274+14.1% |
| Admin fee / account holder | $2,152 | $4,433-51.4% | $6,673-67.7% | $7,775-72.3% |