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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 | $23,795 | $65,555-63.7% | $86,216-72.4% | $75,173-68.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.45% | 46.07%-28.6pp | 1169.42%-1152.0pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,796 | $1,553+15.6% | $2,382-24.6% | $2,671-32.8% |
| Participant deferral / active EE | $2,966 | $3,023-1.9% | $3,986-25.6% | $4,126-28.1% |
| Admin fee / account holder | $769 | $5,469-85.9% | $6,853-88.8% | $5,651-86.4% |