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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 | $13,257 | $67,823-80.5% | $52,425-74.7% | $137,256-90.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 23.03% | 219.11%-196.1pp | 302.12%-279.1pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,171 | $1,163+86.7% | $914+137.5% | $4,156-47.8% |
| Participant deferral / active EE | $3,701 | $2,288+61.7% | $1,790+106.7% | $6,407-42.2% |
| Admin fee / account holder | $485 | $2,844-83.0% | $2,495-80.6% | $12,270-96.0% |