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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 | $25,040 | $67,823-63.1% | $52,425-52.2% | $137,256-81.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.92% | 219.11%-196.2pp | 302.12%-279.2pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,366 | $1,163+103.5% | $914+158.8% | $4,156-43.1% |
| Participant deferral / active EE | $6,923 | $2,288+202.6% | $1,790+286.7% | $6,407+8.1% |
| Admin fee / account holder | $478 | $2,844-83.2% | $2,495-80.8% | $12,270-96.1% |