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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 | $36,634 | $95,975-61.8% | $74,549-50.9% | $135,379-72.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.35% | 56.96%-50.6pp | 32.53%-26.2pp | 519.79%-513.4pp |
| Employer contribution / active EE | $828 | $2,716-69.5% | $1,961-57.8% | $4,779-82.7% |
| Participant deferral / active EE | $1,644 | $3,844-57.2% | $3,108-47.1% | $5,609-70.7% |
| Admin fee / account holder | $4,499 | $6,522-31.0% | $5,059-11.1% | $10,828-58.5% |