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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 | $26,715 | $109,905-75.7% | $98,506-72.9% | $167,553-84.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.98% | 1960.20%-1940.2pp | 1494.92%-1474.9pp | 478.89%-458.9pp |
| Employer contribution / active EE | $1,886 | $3,226-41.5% | $2,961-36.3% | $4,840-61.0% |
| Participant deferral / active EE | $1,125 | $4,674-75.9% | $4,277-73.7% | $6,343-82.3% |
| Admin fee / account holder | $2,908 | $6,760-57.0% | $5,955-51.2% | $12,316-76.4% |