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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 | $28,991 | $51,184-43.4% | $66,439-56.4% | $86,983-66.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 13.88% | 17.07%-3.2pp | 757.66%-743.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $2,029 | $2,023+0.3% | $2,637-23.1% | $2,584-21.5% |
| Participant deferral / active EE | $1,585 | $2,927-45.8% | $3,876-59.1% | $4,194-62.2% |
| Admin fee / account holder | $1,026 | $4,154-75.3% | $6,173-83.4% | $7,856-86.9% |