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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 | $21,604 | $176,402-87.8% | $134,162-83.9% | $158,982-86.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.14% | 63.66%-50.5pp | 36.35%-23.2pp | 302.99%-289.9pp |
| Employer contribution / active EE | $9,933 | $5,042+97.0% | $3,705+168.1% | $4,763+108.6% |
| Participant deferral / active EE | $17,124 | $4,093+318.4% | $3,500+389.3% | $5,983+186.2% |
| Admin fee / account holder | $21,029 | $8,719+141.2% | $6,685+214.5% | $11,252+86.9% |