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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 | $25,133 | $157,304-84.0% | $141,197-82.2% | $152,909-83.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.69% | 64.34%-44.7pp | 71.41%-51.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $7,774 | $5,263+47.7% | $4,736+64.1% | $4,764+63.2% |
| Participant deferral / active EE | $3,386 | $7,111-52.4% | $6,710-49.5% | $5,851-42.1% |
| Admin fee / account holder | $2,057 | $12,126-83.0% | $10,265-80.0% | $11,601-82.3% |