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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 | $22,377 | $110,551-79.8% | $80,741-72.3% | $167,518-86.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 15.79% | 120.57%-104.8pp | 87.30%-71.5pp | 478.71%-462.9pp |
| Employer contribution / active EE | $1,334 | $1,543-13.6% | $1,160+15.0% | $4,838-72.4% |
| Participant deferral / active EE | $4,678 | $2,870+63.0% | $2,145+118.1% | $6,342-26.2% |
| Admin fee / account holder | $1,720 | $4,547-62.2% | $3,380-49.1% | $12,312-86.0% |