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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 | $18,933 | $93,124-79.7% | $77,100-75.4% | $134,545-85.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 31.41% | 62.68%-31.3pp | 42.35%-10.9pp | 418.37%-387.0pp |
| Employer contribution / active EE | $5,574 | $3,421+62.9% | $2,815+98.0% | $4,742+17.5% |
| Participant deferral / active EE | $5,962 | $5,242+13.7% | $4,430+34.6% | $6,401-6.9% |
| Admin fee / account holder | $510 | $6,970-92.7% | $5,443-90.6% | $11,431-95.5% |