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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 | $25,716 | $99,921-74.3% | $85,009-69.7% | $145,959-82.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 83.89%-71.7pp | 66.47%-54.3pp | 561.95%-549.8pp |
| Employer contribution / active EE | $7,382 | $3,233+128.3% | $2,728+170.5% | $4,661+58.4% |
| Participant deferral / active EE | $18,606 | $5,293+251.5% | $4,522+311.5% | $6,689+178.2% |
| Admin fee / account holder | $2,883 | $7,252-60.2% | $6,153-53.1% | $13,398-78.5% |