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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 | $18,525 | $84,713-78.1% | $75,717-75.5% | $167,518-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.77% | 199.49%-186.7pp | 104.58%-91.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $1,050 | $3,229-67.5% | $2,743-61.7% | $4,838-78.3% |
| Participant deferral / active EE | $1,313 | $4,578-71.3% | $3,821-65.6% | $6,342-79.3% |
| Admin fee / account holder | $1,519 | $5,357-71.6% | $3,619-58.0% | $12,312-87.7% |