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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 | $18,588 | $73,546-74.7% | $63,018-70.5% | $147,586-87.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.66% | 175.56%-161.9pp | 87.62%-74.0pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,502 | $3,324-24.7% | $2,761-9.4% | $4,876-48.7% |
| Participant deferral / active EE | $1,440 | $4,185-65.6% | $3,330-56.8% | $5,439-73.5% |
| Admin fee / account holder | $3,210 | $5,956-46.1% | $3,601-10.9% | $10,886-70.5% |