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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 | $20,158 | $102,595-80.4% | $94,057-78.6% | $154,746-87.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.13% | 583.42%-562.3pp | 480.62%-459.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,673 | $3,147-15.1% | $2,933-8.9% | $4,379-39.0% |
| Participant deferral / active EE | $5,376 | $5,118+5.0% | $4,709+14.2% | $6,730-20.1% |
| Admin fee / account holder | $489 | $7,736-93.7% | $7,244-93.3% | $14,365-96.6% |