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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 | $21,681 | $65,555-66.9% | $86,216-74.9% | $75,173-71.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 30.95% | 46.07%-15.1pp | 1169.42%-1138.5pp | 160.72%-129.8pp |
| Employer contribution / active EE | $1,809 | $1,553+16.5% | $2,382-24.0% | $2,671-32.3% |
| Participant deferral / active EE | $5,366 | $3,023+77.5% | $3,986+34.6% | $4,126+30.0% |
| Admin fee / account holder | $1,440 | $5,469-73.7% | $6,853-79.0% | $5,651-74.5% |