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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 | $21,709 | $73,518-70.5% | $63,003-65.5% | $147,585-85.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.09% | 175.46%-154.4pp | 87.59%-66.5pp | 578.57%-557.5pp |
| Employer contribution / active EE | $2,723 | $3,322-18.1% | $2,760-1.4% | $4,876-44.2% |
| Participant deferral / active EE | $4,497 | $4,183+7.5% | $3,329+35.1% | $5,439-17.3% |
| Admin fee / account holder | $1,011 | $5,952-83.0% | $3,600-71.9% | $10,885-90.7% |