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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 | $18,197 | $110,629-83.6% | $80,784-77.5% | $167,553-89.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 24.55% | 120.58%-96.0pp | 87.31%-62.8pp | 478.89%-454.3pp |
| Employer contribution / active EE | $3,514 | $1,543+127.7% | $1,160+202.8% | $4,840-27.4% |
| Participant deferral / active EE | $2,402 | $2,871-16.3% | $2,145+12.0% | $6,343-62.1% |
| Admin fee / account holder | $515 | $4,547-88.7% | $3,380-84.8% | $12,316-95.8% |