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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 | $21,794 | $149,040-85.4% | $120,225-81.9% | $137,256-84.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.96% | 605.68%-586.7pp | 439.23%-420.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,548 | $4,350-41.4% | $3,475-26.7% | $4,156-38.7% |
| Participant deferral / active EE | $2,889 | $4,655-37.9% | $3,999-27.7% | $6,407-54.9% |
| Admin fee / account holder | $876 | $6,348-86.2% | $5,696-84.6% | $12,270-92.9% |