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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 | $27,370 | $104,924-73.9% | $84,623-67.7% | $152,885-82.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 15.17% | 373.82%-358.6pp | 258.77%-243.6pp | 345.39%-330.2pp |
| Employer contribution / active EE | $2,484 | $3,302-24.8% | $2,652-6.4% | $4,763-47.8% |
| Participant deferral / active EE | $3,666 | $4,689-21.8% | $3,899-6.0% | $5,851-37.3% |
| Admin fee / account holder | $1,750 | $6,242-72.0% | $4,913-64.4% | $11,598-84.9% |