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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 | $23,147 | $118,877-80.5% | $96,570-76.0% | $167,536-86.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.12% | 50.50%-31.4pp | 37.79%-18.7pp | 478.82%-459.7pp |
| Employer contribution / active EE | $1,899 | $3,121-39.2% | $2,357-19.4% | $4,839-60.8% |
| Participant deferral / active EE | $2,306 | $4,617-50.1% | $3,849-40.1% | $6,342-63.6% |
| Admin fee / account holder | $634 | $8,069-92.1% | $6,182-89.7% | $12,315-94.9% |