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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 | $22,706 | $126,113-82.0% | $116,096-80.4% | $155,188-85.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 18.91% | 391.72%-372.8pp | 326.25%-307.3pp | 148.84%-129.9pp |
| Employer contribution / active EE | $6,641 | $2,672+148.6% | $2,503+165.3% | $4,248+56.3% |
| Participant deferral / active EE | $7,672 | $4,162+84.3% | $3,952+94.1% | $6,531+17.5% |
| Admin fee / account holder | $6,583 | $8,045-18.2% | $7,704-14.5% | $14,480-54.5% |