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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 | $17,830 | $104,953-83.0% | $84,637-78.9% | $152,909-88.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 17.99% | 373.94%-355.9pp | 258.82%-240.8pp | 345.46%-327.5pp |
| Employer contribution / active EE | $3,109 | $3,304-5.9% | $2,653+17.2% | $4,764-34.7% |
| Participant deferral / active EE | $5,106 | $4,691+8.9% | $3,900+30.9% | $5,851-12.7% |
| Admin fee / account holder | $740 | $6,244-88.2% | $4,914-84.9% | $11,601-93.6% |