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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 | $20,676 | $100,073-79.3% | $85,126-75.7% | $145,877-85.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 28.44% | 84.11%-55.7pp | 66.63%-38.2pp | 551.28%-522.8pp |
| Employer contribution / active EE | $1,189 | $3,236-63.2% | $2,731-56.5% | $4,663-74.5% |
| Participant deferral / active EE | $1,521 | $5,294-71.3% | $4,523-66.4% | $6,691-77.3% |
| Admin fee / account holder | $943 | $7,261-87.0% | $6,160-84.7% | $13,402-93.0% |