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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 | $16,182 | $96,388-83.2% | $80,627-79.9% | $139,466-88.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.22% | 1352.08%-1333.9pp | 936.76%-918.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,897 | $3,260-41.8% | $2,723-30.3% | $4,754-60.1% |
| Participant deferral / active EE | $4,108 | $5,224-21.4% | $4,443-7.5% | $6,712-38.8% |
| Admin fee / account holder | $1,519 | $6,603-77.0% | $5,381-71.8% | $11,409-86.7% |