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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 | $26,494 | $115,796-77.1% | $101,264-73.8% | $158,950-83.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.28% | 56.15%-38.9pp | 46.48%-29.2pp | 302.91%-285.6pp |
| Employer contribution / active EE | $19,916 | $4,175+377.0% | $3,660+444.2% | $4,762+318.2% |
| Participant deferral / active EE | $10,135 | $4,958+104.4% | $4,370+131.9% | $5,983+69.4% |
| Admin fee / account holder | $1,164 | $7,247-83.9% | $5,947-80.4% | $11,248-89.7% |