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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 | $29,879 | $58,258-48.7% | $81,820-63.5% | $80,925-63.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.58% | 41.76%-30.2pp | 777.93%-766.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $3,301 | $2,345+40.7% | $2,915+13.2% | $2,756+19.7% |
| Participant deferral / active EE | $4,048 | $3,284+23.3% | $4,323-6.4% | $4,299-5.8% |
| Admin fee / account holder | $4,231 | $4,976-15.0% | $7,391-42.8% | $6,940-39.0% |