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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 | $8,935 | $29,319-69.5% | $52,425-83.0% | $82,448-89.2% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 20.91% | 535.20%-514.3pp | 302.12%-281.2pp | 41.64%-20.7pp |
| Employer contribution / active EE | $633 | $586+7.9% | $914-30.8% | $2,551-75.2% |
| Participant deferral / active EE | $1,575 | $1,171+34.5% | $1,790-12.0% | $4,139-61.9% |
| Admin fee / account holder | $401 | $1,962-79.5% | $2,495-83.9% | $7,234-94.5% |