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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 | $90,691-76.9% | $76,119-72.5% | $145,884-85.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.43% | 624.52%-616.1pp | 361.25%-352.8pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,856 | $3,329-14.2% | $2,693+6.1% | $4,662-38.7% |
| Participant deferral / active EE | $2,856 | $5,167-44.7% | $4,259-32.9% | $6,690-57.3% |
| Admin fee / account holder | $2,173 | $8,383-74.1% | $6,421-66.2% | $13,392-83.8% |