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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 | $28,063 | $80,812-65.3% | $160,784-82.5% | $82,448-66.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 13.86% | 100.59%-86.7pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,696 | $2,174-22.0% | $3,733-54.6% | $2,551-33.5% |
| Participant deferral / active EE | $3,446 | $4,335-20.5% | $6,293-45.2% | $4,139-16.7% |
| Admin fee / account holder | $454 | $7,695-94.1% | $9,717-95.3% | $7,234-93.7% |