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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 | $37,022 | $51,184-27.7% | $66,439-44.3% | $86,983-57.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 12.37% | 17.07%-4.7pp | 757.66%-745.3pp | 25.83%-13.5pp |
| Employer contribution / active EE | $3,014 | $2,023+49.0% | $2,637+14.3% | $2,584+16.6% |
| Participant deferral / active EE | $4,032 | $2,927+37.7% | $3,876+4.0% | $4,194-3.9% |
| Admin fee / account holder | $3,332 | $4,154-19.8% | $6,173-46.0% | $7,856-57.6% |