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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 | $26,328 | $45,087-41.6% | $69,483-62.1% | $72,976-63.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 141.45% | 22.67%+118.8pp | 28.99%+112.5pp | 81.02%+60.4pp |
| Employer contribution / active EE | $3,343 | $2,055+62.6% | $2,780+20.3% | $2,440+37.0% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $407 | $3,057-86.7% | $3,841-89.4% | $5,124-92.1% |