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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 | $17,935 | $73,546-75.6% | $63,018-71.5% | $147,586-87.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 27.49% | 175.56%-148.1pp | 87.62%-60.1pp | 578.59%-551.1pp |
| Employer contribution / active EE | $2,629 | $3,324-20.9% | $2,761-4.8% | $4,876-46.1% |
| Participant deferral / active EE | $4,128 | $4,185-1.4% | $3,330+24.0% | $5,439-24.1% |
| Admin fee / account holder | $551 | $5,956-90.8% | $3,601-84.7% | $10,886-94.9% |