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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 | $19,502 | $72,071-72.9% | $68,368-71.5% | $137,256-85.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.42% | 353.14%-329.7pp | 292.57%-269.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,545 | $2,788-8.7% | $2,649-3.9% | $4,156-38.8% |
| Participant deferral / active EE | $3,454 | $4,410-21.7% | $4,123-16.2% | $6,407-46.1% |
| Admin fee / account holder | $817 | $5,336-84.7% | $5,150-84.1% | $12,270-93.3% |