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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 | $19,796 | $175,259-88.7% | $149,723-86.8% | $139,487-85.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.02% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,821 | $5,478-66.8% | $4,821-62.2% | $4,755-61.7% |
| Participant deferral / active EE | $5,182 | $6,522-20.5% | $5,682-8.8% | $6,713-22.8% |
| Admin fee / account holder | $850 | $16,158-94.7% | $13,215-93.6% | $11,407-92.5% |