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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 | $27,641 | $121,677-77.3% | $104,625-73.6% | $158,966-82.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.22% | 465.58%-447.4pp | 340.60%-322.4pp | 302.95%-284.7pp |
| Employer contribution / active EE | $2,883 | $3,165-8.9% | $2,681+7.5% | $4,762-39.5% |
| Participant deferral / active EE | $2,034 | $4,175-51.3% | $3,738-45.6% | $5,983-66.0% |
| Admin fee / account holder | $2,938 | $7,777-62.2% | $6,465-54.6% | $11,250-73.9% |