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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 | $14,939 | $99,995-85.1% | $85,063-82.4% | $145,978-89.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 42.99% | 83.99%-41.0pp | 66.54%-23.5pp | 550.52%-507.5pp |
| Employer contribution / active EE | $1,722 | $3,231-46.7% | $2,727-36.9% | $4,662-63.1% |
| Participant deferral / active EE | $2,124 | $5,295-59.9% | $4,523-53.0% | $6,690-68.2% |
| Admin fee / account holder | $24,266 | $7,255+234.5% | $6,155+294.2% | $13,400+81.1% |