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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 | $26,041 | $100,073-74.0% | $85,126-69.4% | $145,877-82.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.33% | 84.11%-67.8pp | 66.63%-50.3pp | 551.28%-535.0pp |
| Employer contribution / active EE | $5,002 | $3,236+54.5% | $2,731+83.1% | $4,663+7.3% |
| Participant deferral / active EE | $3,969 | $5,294-25.0% | $4,523-12.3% | $6,691-40.7% |
| Admin fee / account holder | $2,674 | $7,261-63.2% | $6,160-56.6% | $13,402-80.0% |