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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 | $19,276 | $96,388-80.0% | $80,627-76.1% | $139,466-86.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.74% | 1352.08%-1329.3pp | 936.76%-914.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $2,363 | $3,260-27.5% | $2,723-13.2% | $4,754-50.3% |
| Participant deferral / active EE | $4,243 | $5,224-18.8% | $4,443-4.5% | $6,712-36.8% |
| Admin fee / account holder | $1,120 | $6,603-83.0% | $5,381-79.2% | $11,409-90.2% |