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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 | $19,892 | $96,388-79.4% | $80,627-75.3% | $139,466-85.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.33% | 1352.08%-1329.8pp | 936.76%-914.4pp | 373.66%-351.3pp |
| Employer contribution / active EE | $1,455 | $3,260-55.4% | $2,723-46.5% | $4,754-69.4% |
| Participant deferral / active EE | $5,978 | $5,224+14.4% | $4,443+34.5% | $6,712-10.9% |
| Admin fee / account holder | $1,491 | $6,603-77.4% | $5,381-72.3% | $11,409-86.9% |