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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 | $27,065 | $104,953-74.2% | $84,637-68.0% | $152,909-82.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.03% | 373.94%-355.9pp | 258.82%-240.8pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,100 | $3,304-66.7% | $2,653-58.6% | $4,764-76.9% |
| Participant deferral / active EE | $1,885 | $4,691-59.8% | $3,900-51.7% | $5,851-67.8% |
| Admin fee / account holder | $6,140 | $6,244-1.7% | $4,914+24.9% | $11,601-47.1% |