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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 | $24,019 | $112,131-78.6% | $95,964-75.0% | $158,982-84.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.09% | 171.19%-152.1pp | 91.64%-72.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $6,264 | $3,199+95.8% | $2,541+146.5% | $4,763+31.5% |
| Participant deferral / active EE | $4,734 | $4,784-1.0% | $4,167+13.6% | $5,983-20.9% |
| Admin fee / account holder | $2,083 | $10,136-79.4% | $6,797-69.3% | $11,252-81.5% |