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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 | $19,771 | $105,158-81.2% | $94,672-79.1% | $139,487-85.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.30% | 38.11%-13.8pp | 156.89%-132.6pp | 373.84%-349.5pp |
| Employer contribution / active EE | $1,300 | $4,107-68.3% | $3,673-64.6% | $4,755-72.7% |
| Participant deferral / active EE | $12,050 | $7,599+58.6% | $7,417+62.5% | $6,713+79.5% |
| Admin fee / account holder | $1,139 | $8,972-87.3% | $7,222-84.2% | $11,407-90.0% |