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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 | $26,560 | $72,071-63.1% | $68,368-61.2% | $137,256-80.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.72% | 353.14%-329.4pp | 292.57%-268.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,599 | $2,788-42.6% | $2,649-39.6% | $4,156-61.5% |
| Participant deferral / active EE | $10,793 | $4,410+144.7% | $4,123+161.8% | $6,407+68.5% |
| Admin fee / account holder | $5,615 | $5,336+5.2% | $5,150+9.0% | $12,270-54.2% |