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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 | $21,126 | $68,394-69.1% | $94,672-77.7% | $75,177-71.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 23.16% | 616.92%-593.8pp | 156.89%-133.7pp | 160.75%-137.6pp |
| Employer contribution / active EE | $3,191 | $2,701+18.1% | $3,673-13.1% | $2,671+19.5% |
| Participant deferral / active EE | $5,319 | $6,536-18.6% | $7,417-28.3% | $4,126+28.9% |
| Admin fee / account holder | $626 | $5,326-88.2% | $7,222-91.3% | $5,651-88.9% |