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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 | $31,797 | $72,071-55.9% | $68,368-53.5% | $137,256-76.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.00% | 353.14%-335.1pp | 292.57%-274.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,633 | $2,788-5.5% | $2,649-0.6% | $4,156-36.6% |
| Participant deferral / active EE | $3,851 | $4,410-12.7% | $4,123-6.6% | $6,407-39.9% |
| Admin fee / account holder | $1,828 | $5,336-65.7% | $5,150-64.5% | $12,270-85.1% |