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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 | $17,963 | $110,039-83.7% | $97,260-81.5% | $145,884-87.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.34% | 244.44%-224.1pp | 75.54%-55.2pp | 551.85%-531.5pp |
| Employer contribution / active EE | $1,639 | $3,074-46.7% | $2,721-39.8% | $4,662-64.8% |
| Participant deferral / active EE | $3,405 | $4,674-27.2% | $4,262-20.1% | $6,690-49.1% |
| Admin fee / account holder | $2,278 | $6,204-63.3% | $5,640-59.6% | $13,392-83.0% |