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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 | $38,462 | $67,823-43.3% | $52,425-26.6% | $137,256-72.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.20% | 219.11%-196.9pp | 302.12%-279.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,485 | $1,163+27.7% | $914+62.4% | $4,156-64.3% |
| Participant deferral / active EE | $2,867 | $2,288+25.3% | $1,790+60.1% | $6,407-55.3% |
| Admin fee / account holder | $24,242 | $2,844+752.3% | $2,495+871.7% | $12,270+97.6% |