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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 | $19,119 | $149,040-87.2% | $120,225-84.1% | $137,256-86.1% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 20.03% | 605.68%-585.7pp | 439.23%-419.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,519 | $4,350-42.1% | $3,475-27.5% | $4,156-39.4% |
| Participant deferral / active EE | $10,575 | $4,655+127.2% | $3,999+164.5% | $6,407+65.1% |
| Admin fee / account holder | $1,344 | $6,348-78.8% | $5,696-76.4% | $12,270-89.0% |