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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 | $19,604 | $109,411-82.1% | $89,435-78.1% | $158,982-87.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 253.51% | 345.68%-92.2pp | 245.55%+8.0pp | 302.99%-49.5pp |
| Employer contribution / active EE | $1,632 | $3,173-48.6% | $2,587-36.9% | $4,763-65.7% |
| Participant deferral / active EE | $1,632 | $4,600-64.5% | $3,890-58.1% | $5,983-72.7% |
| Admin fee / account holder | $638 | $6,159-89.6% | $4,884-86.9% | $11,252-94.3% |