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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 | $19,748 | $58,391-66.2% | $76,667-74.2% | $72,976-72.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.48% | 2306.65%-2288.2pp | 1166.74%-1148.3pp | 81.02%-62.5pp |
| Employer contribution / active EE | $1,517 | $1,787-15.1% | $2,303-34.1% | $2,440-37.8% |
| Participant deferral / active EE | $1,607 | $2,690-40.3% | $3,336-51.8% | $3,608-55.4% |
| Admin fee / account holder | $10,053 | $4,014+150.4% | $6,423+56.5% | $5,124+96.2% |