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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 | $14,096 | $102,595-86.3% | $94,057-85.0% | $154,746-90.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.42% | 583.42%-564.0pp | 480.62%-461.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,048 | $3,147-34.9% | $2,933-30.2% | $4,379-53.2% |
| Participant deferral / active EE | $2,631 | $5,118-48.6% | $4,709-44.1% | $6,730-60.9% |
| Admin fee / account holder | $810 | $7,736-89.5% | $7,244-88.8% | $14,365-94.4% |