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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 | $31,971 | $80,812-60.4% | $160,784-80.1% | $82,448-61.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 14.74% | 100.59%-85.8pp | 1803.92%-1789.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,574 | $2,174-27.6% | $3,733-57.8% | $2,551-38.3% |
| Participant deferral / active EE | $3,156 | $4,335-27.2% | $6,293-49.9% | $4,139-23.8% |
| Admin fee / account holder | $1,347 | $7,695-82.5% | $9,717-86.1% | $7,234-81.4% |