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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 | $22,108 | $106,008-79.1% | $92,240-76.0% | $147,586-85.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.11% | 50.05%-30.9pp | 176.29%-157.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $1,211 | $4,333-72.1% | $3,680-67.1% | $4,876-75.2% |
| Participant deferral / active EE | $1,880 | $4,478-58.0% | $3,897-51.8% | $5,439-65.4% |
| Admin fee / account holder | $5,501 | $6,333-13.1% | $5,194+5.9% | $10,886-49.5% |