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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 | $15,850 | $73,546-78.4% | $63,018-74.8% | $147,586-89.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.78% | 175.56%-155.8pp | 87.62%-67.8pp | 578.59%-558.8pp |
| Employer contribution / active EE | $967 | $3,324-70.9% | $2,761-65.0% | $4,876-80.2% |
| Participant deferral / active EE | $1,078 | $4,185-74.2% | $3,330-67.6% | $5,439-80.2% |
| Admin fee / account holder | $450 | $5,956-92.4% | $3,601-87.5% | $10,886-95.9% |