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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 | $22,847 | $110,551-79.3% | $80,741-71.7% | $167,518-86.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 15.55% | 120.57%-105.0pp | 87.30%-71.8pp | 478.71%-463.2pp |
| Employer contribution / active EE | $6,796 | $1,543+340.5% | $1,160+485.8% | $4,838+40.4% |
| Participant deferral / active EE | $2,500 | $2,870-12.9% | $2,145+16.5% | $6,342-60.6% |
| Admin fee / account holder | $764 | $4,547-83.2% | $3,380-77.4% | $12,312-93.8% |