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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 | $20,401 | $73,518-72.3% | $63,003-67.6% | $147,585-86.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.56% | 175.46%-155.9pp | 87.59%-68.0pp | 578.57%-559.0pp |
| Employer contribution / active EE | $799 | $3,322-76.0% | $2,760-71.1% | $4,876-83.6% |
| Participant deferral / active EE | $2,292 | $4,183-45.2% | $3,329-31.2% | $5,439-57.9% |
| Admin fee / account holder | $3,382 | $5,952-43.2% | $3,600-6.1% | $10,885-68.9% |