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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 | $37,364 | $69,774-46.5% | $67,561-44.7% | $74,429-49.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.44% | -40.53%+53.0pp | 3525.44%-3513.0pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $2,178 | $2,710-19.6% | $2,735-20.4% | $2,625-17.0% |
| Participant deferral / active EE | $3,065 | $3,636-15.7% | $4,003-23.4% | $4,348-29.5% |
| Admin fee / account holder | $2,398 | $890+169.5% | $4,006-40.1% | $1,944+23.4% |