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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 | $24,651 | $67,823-63.7% | $52,425-53.0% | $137,256-82.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.28% | 219.11%-198.8pp | 302.12%-281.8pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,034 | $1,163+74.9% | $914+122.5% | $4,156-51.1% |
| Participant deferral / active EE | $2,618 | $2,288+14.4% | $1,790+46.2% | $6,407-59.1% |
| Admin fee / account holder | $584 | $2,844-79.5% | $2,495-76.6% | $12,270-95.2% |