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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 | $41,511 | $70,366-41.0% | $66,674-37.7% | $138,895-70.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.69% | 386.41%-364.7pp | 321.24%-299.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,719 | $2,765-37.8% | $2,620-34.4% | $4,194-59.0% |
| Participant deferral / active EE | $6,665 | $4,374+52.4% | $4,084+63.2% | $6,396+4.2% |
| Admin fee / account holder | $1,055 | $5,262-79.9% | $5,098-79.3% | $12,562-91.6% |