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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 | $99,921-85.0% | $85,009-82.4% | $145,959-89.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 42.99% | 83.89%-40.9pp | 66.47%-23.5pp | 561.95%-519.0pp |
| Employer contribution / active EE | $1,722 | $3,233-46.7% | $2,728-36.9% | $4,661-63.1% |
| Participant deferral / active EE | $2,124 | $5,293-59.9% | $4,522-53.0% | $6,689-68.2% |
| Admin fee / account holder | $24,266 | $7,252+234.6% | $6,153+294.4% | $13,398+81.1% |