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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 | $100,139-85.1% | $85,187-82.5% | $145,884-89.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 42.99% | 84.15%-41.2pp | 66.67%-23.7pp | 551.85%-508.9pp |
| Employer contribution / active EE | $1,722 | $3,238-46.8% | $2,732-37.0% | $4,662-63.1% |
| Participant deferral / active EE | $2,124 | $5,296-59.9% | $4,525-53.1% | $6,690-68.2% |
| Admin fee / account holder | $24,266 | $7,262+234.1% | $6,162+293.8% | $13,392+81.2% |