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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 | $20,370 | $108,911-81.3% | $100,392-79.7% | $145,884-86.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 58.23%-45.9pp | 49.45%-37.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,165 | $4,420-51.0% | $3,941-45.1% | $4,662-53.6% |
| Participant deferral / active EE | $11,500 | $8,459+36.0% | $8,090+42.2% | $6,690+71.9% |
| Admin fee / account holder | $5,448 | $9,698-43.8% | $7,904-31.1% | $13,392-59.3% |