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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 | $19,550 | $102,595-80.9% | $94,057-79.2% | $154,746-87.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.98% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,367 | $3,147-24.8% | $2,933-19.3% | $4,379-45.9% |
| Participant deferral / active EE | $5,069 | $5,118-1.0% | $4,709+7.6% | $6,730-24.7% |
| Admin fee / account holder | $1,621 | $7,736-79.0% | $7,244-77.6% | $14,365-88.7% |