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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 | $23,586 | $49,199-52.1% | $121,210-80.5% | $75,177-68.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 20.12% | 56.04%-35.9pp | 987.41%-967.3pp | 160.75%-140.6pp |
| Employer contribution / active EE | $1,830 | $1,547+18.3% | $4,171-56.1% | $2,671-31.5% |
| Participant deferral / active EE | $2,667 | $2,630+1.4% | $4,084-34.7% | $4,126-35.4% |
| Admin fee / account holder | $1,716 | $3,946-56.5% | $5,647-69.6% | $5,651-69.6% |