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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 | $22,116 | $72,071-69.3% | $68,368-67.7% | $137,256-83.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.42% | 353.14%-332.7pp | 292.57%-272.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,661 | $2,788-4.6% | $2,649+0.4% | $4,156-36.0% |
| Participant deferral / active EE | $2,661 | $4,410-39.7% | $4,123-35.5% | $6,407-58.5% |
| Admin fee / account holder | $316 | $5,336-94.1% | $5,150-93.9% | $12,270-97.4% |