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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 | $100,203-74.3% | $85,240-69.8% | $145,897-82.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.17% | 84.28%-72.1pp | 66.75%-54.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $7,382 | $3,242+127.7% | $2,735+169.9% | $4,663+58.3% |
| Participant deferral / active EE | $18,606 | $5,299+251.1% | $4,527+311.0% | $6,689+178.1% |
| Admin fee / account holder | $2,883 | $7,265-60.3% | $6,165-53.2% | $13,390-78.5% |