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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 | $20,919 | $90,397-76.9% | $76,002-72.5% | $145,959-85.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.43% | 621.97%-613.5pp | 360.07%-351.6pp | 561.95%-553.5pp |
| Employer contribution / active EE | $2,856 | $3,317-13.9% | $2,688+6.2% | $4,661-38.7% |
| Participant deferral / active EE | $2,856 | $5,163-44.7% | $4,257-32.9% | $6,689-57.3% |
| Admin fee / account holder | $2,173 | $8,369-74.0% | $6,414-66.1% | $13,398-83.8% |