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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 | $20,340 | $100,073-79.7% | $85,126-76.1% | $145,877-86.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.71% | 84.11%-70.4pp | 66.63%-52.9pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,114 | $3,236+27.1% | $2,731+50.6% | $4,663-11.8% |
| Participant deferral / active EE | $5,179 | $5,294-2.2% | $4,523+14.5% | $6,691-22.6% |
| Admin fee / account holder | $1,954 | $7,261-73.1% | $6,160-68.3% | $13,402-85.4% |