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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 | $19,136 | $101,063-81.1% | $81,473-76.5% | $147,586-87.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 63.91% | 32.41%+31.5pp | 38.78%+25.1pp | 578.59%-514.7pp |
| Employer contribution / active EE | $3,405 | $3,206+6.2% | $2,568+32.6% | $4,876-30.2% |
| Participant deferral / active EE | $13,332 | $4,242+214.3% | $3,537+276.9% | $5,439+145.1% |
| Admin fee / account holder | $4,613 | $5,812-20.6% | $4,561+1.1% | $10,886-57.6% |