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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 | $31,770 | $183,539-82.7% | $155,556-79.6% | $145,897-78.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.24% | 61.31%-46.1pp | 64.84%-49.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,894 | $5,315-64.4% | $4,675-59.5% | $4,663-59.4% |
| Participant deferral / active EE | $5,525 | $6,467-14.6% | $5,631-1.9% | $6,689-17.4% |
| Admin fee / account holder | $685 | $19,275-96.4% | $15,885-95.7% | $13,390-94.9% |