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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 | $20,307 | $90,486-77.6% | $78,676-74.2% | $273,972-92.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7374.41% | 75.62%+7298.8pp | 62.19%+7312.2pp | 41.46%+7333.0pp |
| Employer contribution / active EE | $1,849 | $3,175-41.8% | $2,850-35.1% | $4,869-62.0% |
| Participant deferral / active EE | $2,020 | $3,901-48.2% | $3,517-42.6% | $5,287-61.8% |
| Admin fee / account holder | $10,343 | $5,263+96.5% | $4,510+129.3% | $10,133+2.1% |