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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 | $28,268 | $91,537-69.1% | $130,045-78.3% | $75,173-62.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 27.90% | -631.55%+659.4pp | -137.30%+165.2pp | 160.72%-132.8pp |
| Employer contribution / active EE | $2,921 | $2,845+2.7% | $4,321-32.4% | $2,671+9.3% |
| Participant deferral / active EE | $4,839 | $4,343+11.4% | $5,820-16.9% | $4,126+17.3% |
| Admin fee / account holder | $549 | $6,780-91.9% | $10,600-94.8% | $5,651-90.3% |