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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 | $19,216 | $63,346-69.7% | $92,240-79.2% | $70,126-72.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.31% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,638 | $2,471-33.7% | $3,680-55.5% | $2,343-30.1% |
| Participant deferral / active EE | $2,438 | $2,854-14.6% | $3,897-37.5% | $3,332-26.8% |
| Admin fee / account holder | $2,181 | $3,841-43.2% | $5,194-58.0% | $4,645-53.0% |