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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 | $19,551 | $96,678-79.8% | $86,640-77.4% | $139,466-86.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.20% | 106.69%-88.5pp | 592.52%-574.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,287 | $3,265-30.0% | $3,024-24.4% | $4,754-51.9% |
| Participant deferral / active EE | $7,438 | $4,837+53.8% | $4,438+67.6% | $6,712+10.8% |
| Admin fee / account holder | $790 | $6,410-87.7% | $5,616-85.9% | $11,409-93.1% |