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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 | $25,292 | $70,366-64.1% | $66,674-62.1% | $138,895-81.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 41.62% | 386.41%-344.8pp | 321.24%-279.6pp | 145.39%-103.8pp |
| Employer contribution / active EE | $883 | $2,765-68.1% | $2,620-66.3% | $4,194-79.0% |
| Participant deferral / active EE | $2,552 | $4,374-41.6% | $4,084-37.5% | $6,396-60.1% |
| Admin fee / account holder | $1,376 | $5,262-73.9% | $5,098-73.0% | $12,562-89.0% |