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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 | $21,267 | $91,198-76.7% | $178,503-88.1% | $79,856-73.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 209.62% | 24.20%+185.4pp | 151.12%+58.5pp | 31.71%+177.9pp |
| Employer contribution / active EE | $5,679 | $3,257+74.4% | $5,011+13.3% | $2,471+129.8% |
| Participant deferral / active EE | $3,549 | $3,237+9.7% | $5,202-31.8% | $3,741-5.1% |
| Admin fee / account holder | $387 | $6,748-94.3% | $13,987-97.2% | $5,306-92.7% |