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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 | $20,332 | $111,785-81.8% | $93,669-78.3% | $145,877-86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.48% | 203.79%-186.3pp | 133.59%-116.1pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,079 | $3,096-32.8% | $2,424-14.2% | $4,663-55.4% |
| Participant deferral / active EE | $2,626 | $4,919-46.6% | $4,416-40.5% | $6,691-60.7% |
| Admin fee / account holder | $500 | $10,256-95.1% | $8,291-94.0% | $13,402-96.3% |