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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 | $20,039 | $65,434-69.4% | $98,483-79.7% | $85,847-76.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.73% | 21.75%-4.0pp | 1494.38%-1476.7pp | 318.61%-300.9pp |
| Employer contribution / active EE | $2,496 | $2,169+15.1% | $2,961-15.7% | $2,565-2.7% |
| Participant deferral / active EE | $3,552 | $3,168+12.1% | $4,276-16.9% | $3,952-10.1% |
| Admin fee / account holder | $378 | $4,595-91.8% | $5,953-93.7% | $6,261-94.0% |