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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 | $20,802 | $70,366-70.4% | $66,674-68.8% | $138,895-85.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 31.52% | 386.41%-354.9pp | 321.24%-289.7pp | 145.39%-113.9pp |
| Employer contribution / active EE | $6,893 | $2,765+149.3% | $2,620+163.1% | $4,194+64.3% |
| Participant deferral / active EE | $5,354 | $4,374+22.4% | $4,084+31.1% | $6,396-16.3% |
| Admin fee / account holder | $2,120 | $5,262-59.7% | $5,098-58.4% | $12,562-83.1% |