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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 | $19,885 | $65,434-69.6% | $98,483-79.8% | $85,847-76.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 28.03% | 21.75%+6.3pp | 1494.38%-1466.3pp | 318.61%-290.6pp |
| Employer contribution / active EE | $2,414 | $2,169+11.3% | $2,961-18.5% | $2,565-5.9% |
| Participant deferral / active EE | $1,553 | $3,168-51.0% | $4,276-63.7% | $3,952-60.7% |
| Admin fee / account holder | $2,823 | $4,595-38.6% | $5,953-52.6% | $6,261-54.9% |