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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 | $22,586 | $72,071-68.7% | $68,368-67.0% | $137,256-83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.30% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,804 | $2,788+72.3% | $2,649+81.4% | $4,156+15.6% |
| Participant deferral / active EE | $1,741 | $4,410-60.5% | $4,123-57.8% | $6,407-72.8% |
| Admin fee / account holder | $981 | $5,336-81.6% | $5,150-80.9% | $12,270-92.0% |