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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 | $19,907 | $95,664-79.2% | $76,902-74.1% | $139,487-85.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.08% | 55.03%-35.0pp | 37.91%-17.8pp | 373.84%-353.8pp |
| Employer contribution / active EE | $4,087 | $3,147+29.9% | $2,534+61.3% | $4,755-14.0% |
| Participant deferral / active EE | $11,514 | $4,626+148.9% | $3,833+200.4% | $6,713+71.5% |
| Admin fee / account holder | $7,989 | $8,311-3.9% | $5,479+45.8% | $11,407-30.0% |