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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 | $15,995 | $70,366-77.3% | $66,674-76.0% | $138,895-88.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 39.39% | 386.41%-347.0pp | 321.24%-281.9pp | 145.39%-106.0pp |
| Employer contribution / active EE | $2,190 | $2,765-20.8% | $2,620-16.4% | $4,194-47.8% |
| Participant deferral / active EE | $5,979 | $4,374+36.7% | $4,084+46.4% | $6,396-6.5% |
| Admin fee / account holder | $1,102 | $5,262-79.1% | $5,098-78.4% | $12,562-91.2% |