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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 | $20,459 | $72,071-71.6% | $68,368-70.1% | $137,256-85.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.31% | 353.14%-336.8pp | 292.57%-276.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,567 | $2,788+28.0% | $2,649+34.7% | $4,156-14.2% |
| Participant deferral / active EE | $10,658 | $4,410+141.7% | $4,123+158.5% | $6,407+66.4% |
| Admin fee / account holder | $15,585 | $5,336+192.1% | $5,150+202.6% | $12,270+27.0% |