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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 | $30,598 | $183,592-83.3% | $155,574-80.3% | $145,877-79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.63% | 61.37%-35.7pp | 64.87%-39.2pp | 551.28%-525.7pp |
| Employer contribution / active EE | $1,868 | $5,317-64.9% | $4,676-60.0% | $4,663-59.9% |
| Participant deferral / active EE | $12,333 | $6,466+90.7% | $5,629+119.1% | $6,691+84.3% |
| Admin fee / account holder | $69,507 | $19,316+259.8% | $15,914+336.8% | $13,402+418.6% |