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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 | $27,600 | $102,663-73.1% | $86,216-68.0% | $139,466-80.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 27.04% | 1924.52%-1897.5pp | 1169.42%-1142.4pp | 373.66%-346.6pp |
| Employer contribution / active EE | $1,269 | $3,035-58.2% | $2,382-46.7% | $4,754-73.3% |
| Participant deferral / active EE | $16,610 | $4,677+255.1% | $3,986+316.7% | $6,712+147.5% |
| Admin fee / account holder | $6,067 | $8,663-30.0% | $6,853-11.5% | $11,409-46.8% |