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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 | $18,939 | $60,119-68.5% | $90,430-79.1% | $79,858-76.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.89% | 71.94%-53.0pp | 1293.73%-1274.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $3,581 | $2,068+73.2% | $3,262+9.8% | $2,471+44.9% |
| Participant deferral / active EE | $1,704 | $2,938-42.0% | $3,963-57.0% | $3,740-54.4% |
| Admin fee / account holder | $1,636 | $3,976-58.8% | $5,613-70.9% | $5,306-69.2% |