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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 | $20,620 | $108,897-81.1% | $100,378-79.5% | $145,877-85.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.61% | 58.17%-44.6pp | 49.41%-35.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,277 | $4,420-48.5% | $3,942-42.2% | $4,663-51.2% |
| Participant deferral / active EE | $4,102 | $8,455-51.5% | $8,087-49.3% | $6,691-38.7% |
| Admin fee / account holder | $3,627 | $9,690-62.6% | $7,899-54.1% | $13,402-72.9% |